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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 | $195,168 | $223,823-12.8% | $211,142-7.6% | $154,746+26.1% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 10.60% | 50.39%-39.8pp | 46.84%-36.2pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,118 | $9,750-47.5% | $9,284-44.9% | $6,730-24.0% |
| Admin fee / account holder | $25,848 | $19,707+31.2% | $19,076+35.5% | $14,365+79.9% |