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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 | $182,537 | $209,422-12.8% | $178,503+2.3% | $158,982+14.8% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 10.96% | 188.81%-177.8pp | 151.12%-140.2pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,131 | $5,707-80.2% | $5,011-77.4% | $4,763-76.3% |
| Participant deferral / active EE | $2,003 | $5,955-66.4% | $5,202-61.5% | $5,983-66.5% |
| Admin fee / account holder | $4,640 | $17,079-72.8% | $13,987-66.8% | $11,252-58.8% |