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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 | $211,281 | $154,228+37.0% | $145,433+45.3% | $137,256+53.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 40.43% | 74.59%-34.2pp | 66.58%-26.1pp | 220.34%-179.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,143 | $8,216-13.1% | $7,897-9.6% | $6,407+11.5% |
| Admin fee / account holder | $121,969 | $14,344+750.3% | $13,129+829.0% | $12,270+894.0% |