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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 | $226,718 | $160,028+41.7% | $147,080+54.1% | $145,884+55.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 22.70% | 98.60%-75.9pp | 420.17%-397.5pp | 551.85%-529.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,822 | $8,422-30.9% | $8,066-27.8% | $6,690-13.0% |
| Admin fee / account holder | $8,641 | $15,030-42.5% | $12,989-33.5% | $13,392-35.5% |