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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 | $153,728 | $160,070-4.0% | $147,117+4.5% | $145,897+5.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.71% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,922 | $8,419+53.5% | $8,065+60.2% | $6,689+93.2% |
| Admin fee / account holder | $10,417 | $15,035-30.7% | $12,993-19.8% | $13,390-22.2% |