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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 | $175,891 | $175,231+0.4% | $149,696+17.5% | $139,466+26.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 25.55% | 166.77%-141.2pp | 134.46%-108.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,112 | $6,521+9.1% | $5,682+25.2% | $6,712+6.0% |
| Admin fee / account holder | $807 | $16,155-95.0% | $13,212-93.9% | $11,409-92.9% |