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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 | $150,040 | $196,972-23.8% | $182,262-17.7% | $198,609-24.5% |
| Participation rate | 79.2% | 85.7%-6.5pp | 84.2%-5.0pp | 82.4%-3.2pp |
| Annual return | 21.18% | 158.27%-137.1pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,891 | $8,643+14.4% | $8,276+19.5% | $6,977+41.8% |
| Admin fee / account holder | $12,780 | $18,429-30.7% | $16,712-23.5% | $19,030-32.8% |