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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 | $141,080 | $138,102+2.2% | $125,381+12.5% | $134,532+4.9% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -16.60% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $955 | $5,245-81.8% | $4,815-80.2% | $4,741-79.9% |
| Participant deferral / active EE | $9,579 | $7,801+22.8% | $7,448+28.6% | $6,401+49.6% |
| Admin fee / account holder | $34,673 | $11,568+199.7% | $10,007+246.5% | $11,429+203.4% |