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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 | $234,678 | $148,582+57.9% | $135,942+72.6% | $139,456+68.3% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 15.31% | 79.26%-63.9pp | 68.28%-53.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,571 | $8,101+18.1% | $7,759+23.3% | $6,711+42.6% |
| Admin fee / account holder | $46,711 | $12,402+276.6% | $10,764+334.0% | $11,407+309.5% |