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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 | $172,058 | $157,304+9.4% | $141,197+21.9% | $152,909+12.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.22% | 64.34%-32.1pp | 71.41%-39.2pp | 345.46%-313.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,393 | $7,111-52.3% | $6,710-49.4% | $5,851-42.0% |
| Admin fee / account holder | $26,941 | $12,126+122.2% | $10,265+162.5% | $11,601+132.2% |