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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 | $155,454 | $157,276-1.2% | $141,177+10.1% | $152,885+1.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 22.49% | 64.33%-41.8pp | 71.40%-48.9pp | 345.39%-322.9pp |
| Employer contribution / active EE | $851 | $5,262-83.8% | $4,736-82.0% | $4,763-82.1% |
| Participant deferral / active EE | $6,308 | $7,110-11.3% | $6,710-6.0% | $5,851+7.8% |
| Admin fee / account holder | $20,020 | $12,123+65.1% | $10,263+95.1% | $11,598+72.6% |