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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 | $238,407 | $159,934+49.1% | $147,005+62.2% | $145,959+63.3% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 13.72% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $911 | $5,287-82.8% | $4,934-81.5% | $4,661-80.5% |
| Participant deferral / active EE | $11,565 | $8,427+37.2% | $8,070+43.3% | $6,689+72.9% |
| Admin fee / account holder | $133,146 | $15,053+784.5% | $13,006+923.7% | $13,398+893.8% |