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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 | $162,136-0.1% | $152,301+6.4% | $154,746+4.7% |
| Participation rate | 73.7% | 84.1%-10.4pp | 82.4%-8.8pp | 80.7%-7.0pp |
| Annual return | 16.31% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,198 | $8,341-13.7% | $8,004-10.1% | $6,730+7.0% |
| Admin fee / account holder | $4,991 | $15,759-68.3% | $14,398-65.3% | $14,365-65.3% |