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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 | $109,790 | $209,428-47.6% | $178,498-38.5% | $158,950-30.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 21.68% | 188.78%-167.1pp | 151.09%-129.4pp | 302.91%-281.2pp |
| Employer contribution / active EE | $845 | $5,707-85.2% | $5,011-83.1% | $4,762-82.3% |
| Participant deferral / active EE | $4,011 | $5,955-32.6% | $5,202-22.9% | $5,983-33.0% |
| Admin fee / account holder | $1,543 | $17,077-91.0% | $13,985-89.0% | $11,248-86.3% |