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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 | $150,651 | $132,634+13.6% | $115,768+30.1% | $137,256+9.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 14.56% | 160.70%-146.1pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,467 | $5,619-38.3% | $4,917-29.5% | $6,407-45.9% |
| Admin fee / account holder | $413 | $15,028-97.2% | $12,439-96.7% | $12,270-96.6% |