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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 | $163,842 | $232,540-29.5% | $185,117-11.5% | $147,586+11.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 9.15% | 43.03%-33.9pp | 40.50%-31.4pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,584 | $5,834+81.4% | $5,045+109.8% | $5,439+94.6% |
| Admin fee / account holder | $69,558 | $10,275+577.0% | $8,159+752.5% | $10,886+539.0% |