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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 | $151,225 | $165,381-8.6% | $149,730+1.0% | $158,966-4.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.98% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,628 | $7,182+61.9% | $6,843+69.9% | $5,983+94.3% |
| Admin fee / account holder | $12,584 | $10,809+16.4% | $9,310+35.2% | $11,250+11.9% |