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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 | $185,287 | $148,629+24.7% | $135,982+36.3% | $139,487+32.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.96% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,965 | $8,102-14.0% | $7,760-10.2% | $6,713+3.8% |
| Admin fee / account holder | $14,866 | $12,406+19.8% | $10,767+38.1% | $11,407+30.3% |