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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 | $114,814 | $209,422-45.2% | $178,503-35.7% | $158,982-27.8% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 36.30% | 188.81%-152.5pp | 151.12%-114.8pp | 302.99%-266.7pp |
| Employer contribution / active EE | $659 | $5,707-88.5% | $5,011-86.9% | $4,763-86.2% |
| Participant deferral / active EE | $9,133 | $5,955+53.4% | $5,202+75.6% | $5,983+52.6% |
| Admin fee / account holder | $371 | $17,079-97.8% | $13,987-97.3% | $11,252-96.7% |