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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 | $192,949 | $228,352-15.5% | $185,835+3.8% | $158,966+21.4% |
| Participation rate | 90.5% | 82.3%+8.2pp | 78.0%+12.4pp | 82.0%+8.5pp |
| Annual return | 13.86% | 40.81%-27.0pp | 35.96%-22.1pp | 302.95%-289.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,345 | $6,416+108.0% | $5,633+136.9% | $5,983+123.0% |
| Admin fee / account holder | $16,661 | $11,867+40.4% | $9,502+75.3% | $11,250+48.1% |