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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 | $218,470 | $165,399+32.1% | $149,745+45.9% | $158,982+37.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 53.04% | 348.34%-295.3pp | 276.72%-223.7pp | 302.99%-249.9pp |
| Employer contribution / active EE | $509 | $5,105-90.0% | $4,646-89.1% | $4,763-89.3% |
| Participant deferral / active EE | $6,239 | $7,183-13.1% | $6,843-8.8% | $5,983+4.3% |
| Admin fee / account holder | $5,166 | $10,811-52.2% | $9,312-44.5% | $11,252-54.1% |