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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 | $159,978-10.3% | $147,041-2.4% | $145,978-1.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.43% | 98.36%-83.9pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $912 | $5,288-82.8% | $4,935-81.5% | $4,662-80.4% |
| Participant deferral / active EE | $6,674 | $8,429-20.8% | $8,071-17.3% | $6,690-0.2% |
| Admin fee / account holder | $110,150 | $15,053+631.7% | $13,006+746.9% | $13,400+722.0% |