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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 | $237,102 | $162,136+46.2% | $152,301+55.7% | $154,746+53.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 18.48% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,329 | $8,341+83.8% | $8,004+91.5% | $6,730+127.8% |
| Admin fee / account holder | $42,778 | $15,759+171.4% | $14,398+197.1% | $14,365+197.8% |