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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 | $162,136-7.5% | $152,301-1.5% | $154,746-3.0% |
| Participation rate | 79.2% | 84.1%-4.9pp | 82.4%-3.3pp | 80.7%-1.5pp |
| Annual return | 21.18% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,891 | $8,341+18.6% | $8,004+23.6% | $6,730+47.0% |
| Admin fee / account holder | $12,780 | $15,759-18.9% | $14,398-11.2% | $14,365-11.0% |