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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 | $159,934+41.8% | $147,005+54.2% | $145,959+55.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 22.70% | 98.24%-75.5pp | 418.76%-396.1pp | 561.95%-539.2pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,822 | $8,427-30.9% | $8,070-27.9% | $6,689-13.0% |
| Admin fee / account holder | $8,641 | $15,053-42.6% | $13,006-33.6% | $13,398-35.5% |