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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 | $156,171 | $183,539-14.9% | $155,556+0.4% | $145,897+7.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.41% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,374 | $6,467-1.4% | $5,631+13.2% | $6,689-4.7% |
| Admin fee / account holder | $1,870 | $19,275-90.3% | $15,885-88.2% | $13,390-86.0% |