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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 | $246,158 | $114,119+115.7% | $107,187+129.7% | $138,895+77.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 12.31% | 273.21%-260.9pp | 204.55%-192.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,316 | $5,538+50.2% | $5,096+63.2% | $6,396+30.0% |
| Admin fee / account holder | $16,710 | $10,024+66.7% | $9,162+82.4% | $12,562+33.0% |