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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 | $244,903 | $183,968+33.1% | $162,166+51.0% | $152,870+60.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 25.08% | 150.77%-125.7pp | 115.59%-90.5pp | 345.34%-320.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,404 | $8,034-20.3% | $7,298-12.3% | $5,850+9.5% |
| Admin fee / account holder | $2,579 | $13,121-80.3% | $10,842-76.2% | $11,597-77.8% |