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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 | $180,954 | $165,361+9.4% | $149,715+20.9% | $158,950+13.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 12.40% | 348.24%-335.8pp | 276.66%-264.3pp | 302.91%-290.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,756 | $7,182+8.0% | $6,842+13.4% | $5,983+29.6% |
| Admin fee / account holder | $1,263 | $10,808-88.3% | $9,310-86.4% | $11,248-88.8% |