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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,642 | $160,028+4.8% | $147,080+14.0% | $145,884+14.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.81% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.0pp |
| Employer contribution / active EE | $916 | $5,286-82.7% | $4,933-81.4% | $4,662-80.3% |
| Participant deferral / active EE | $7,250 | $8,422-13.9% | $8,066-10.1% | $6,690+8.4% |
| Admin fee / account holder | $712 | $15,030-95.3% | $12,989-94.5% | $13,392-94.7% |