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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 | $196,415 | $166,242+18.2% | $165,071+19.0% | $145,884+34.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.38% | 100.44%-85.1pp | 70.17%-54.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,298 | $6,964-52.6% | $6,035-45.4% | $6,690-50.7% |
| Admin fee / account holder | $1,093 | $16,658-93.4% | $12,695-91.4% | $13,392-91.8% |