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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 | $132,099+14.0% | $115,599+30.3% | $138,895+8.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.3%+14.6pp | 79.9%+9.0pp |
| Annual return | 14.56% | 176.76%-162.2pp | 111.10%-96.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,467 | $5,617-38.3% | $4,889-29.1% | $6,396-45.8% |
| Admin fee / account holder | $413 | $15,650-97.4% | $12,841-96.8% | $12,562-96.7% |