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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 | $228,116 | $165,361+38.0% | $149,715+52.4% | $158,950+43.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.18% | 348.24%-332.1pp | 276.66%-260.5pp | 302.91%-286.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,920 | $7,182+79.9% | $6,842+88.8% | $5,983+116.0% |
| Admin fee / account holder | $11,269 | $10,808+4.3% | $9,310+21.0% | $11,248+0.2% |