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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 | $184,000+33.1% | $162,185+51.0% | $152,909+60.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 25.08% | 150.80%-125.7pp | 115.61%-90.5pp | 345.46%-320.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,404 | $8,033-20.3% | $7,297-12.2% | $5,851+9.4% |
| Admin fee / account holder | $2,579 | $13,124-80.3% | $10,844-76.2% | $11,601-77.8% |