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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 | $154,113 | $165,399-6.8% | $149,745+2.9% | $158,982-3.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.30% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,213 | $7,183+42.2% | $6,843+49.2% | $5,983+70.7% |
| Admin fee / account holder | $3,283 | $10,811-69.6% | $9,312-64.7% | $11,252-70.8% |