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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 | $227,761 | $196,972+15.6% | $182,262+25.0% | $198,609+14.7% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 5.61% | 158.27%-152.7pp | 140.60%-135.0pp | 202.70%-197.1pp |
| Employer contribution / active EE | $589 | $5,364-89.0% | $5,046-88.3% | $5,055-88.4% |
| Participant deferral / active EE | $8,536 | $8,643-1.2% | $8,276+3.1% | $6,977+22.4% |
| Admin fee / account holder | $15,895 | $18,429-13.8% | $16,712-4.9% | $19,030-16.5% |