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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 | $129,737+89.7% | $119,126+106.6% | $154,746+59.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 12.31% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,316 | $5,842+42.3% | $5,318+56.4% | $6,730+23.6% |
| Admin fee / account holder | $16,710 | $11,961+39.7% | $10,693+56.3% | $14,365+16.3% |