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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 | $132,634+13.5% | $115,768+30.1% | $137,256+9.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 15.13% | 160.70%-145.6pp | 100.46%-85.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,444 | $5,619+85.9% | $4,917+112.4% | $6,407+63.0% |
| Admin fee / account holder | $15,462 | $15,028+2.9% | $12,439+24.3% | $12,270+26.0% |