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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 | $159,491 | $157,304+1.4% | $141,197+13.0% | $152,909+4.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.33% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,623 | $7,111+21.3% | $6,710+28.5% | $5,851+47.4% |
| Admin fee / account holder | $1,915 | $12,126-84.2% | $10,265-81.3% | $11,601-83.5% |