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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 | $143,553 | $160,028-10.3% | $147,080-2.4% | $145,884-1.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.43% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $912 | $5,286-82.7% | $4,933-81.5% | $4,662-80.4% |
| Participant deferral / active EE | $6,674 | $8,422-20.8% | $8,066-17.3% | $6,690-0.2% |
| Admin fee / account holder | $110,150 | $15,030+632.9% | $12,989+748.0% | $13,392+722.5% |