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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 | $165,799 | $148,582+11.6% | $135,942+22.0% | $139,456+18.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 18.26% | 79.26%-61.0pp | 68.28%-50.0pp | 373.45%-355.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $14,115 | $8,101+74.2% | $7,759+81.9% | $6,711+110.3% |
| Admin fee / account holder | $26,042 | $12,402+110.0% | $10,764+141.9% | $11,407+128.3% |