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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 | $162,025 | $154,228+5.1% | $145,433+11.4% | $137,256+18.0% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 16.31% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,198 | $8,216-12.4% | $7,897-8.9% | $6,407+12.4% |
| Admin fee / account holder | $4,991 | $14,344-65.2% | $13,129-62.0% | $12,270-59.3% |