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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 | $150,571 | $132,099+14.0% | $115,599+30.3% | $138,895+8.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.3%+9.1pp | 79.9%+3.4pp |
| Annual return | 15.13% | 176.76%-161.6pp | 111.10%-96.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,444 | $5,617+85.9% | $4,889+113.6% | $6,396+63.3% |
| Admin fee / account holder | $15,462 | $15,650-1.2% | $12,841+20.4% | $12,562+23.1% |