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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 | $121,216 | $157,296-22.9% | $141,191-14.1% | $152,897-20.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 21.41% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,913 | $7,111+39.4% | $6,710+47.7% | $5,851+69.4% |
| Admin fee / account holder | $19,523 | $12,125+61.0% | $10,264+90.2% | $11,599+68.3% |