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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 | $149,672 | $148,629+0.7% | $135,982+10.1% | $139,487+7.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.91% | 79.33%-59.4pp | 68.32%-48.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,677 | $8,102+31.8% | $7,760+37.6% | $6,713+59.1% |
| Admin fee / account holder | $67,641 | $12,406+445.2% | $10,767+528.2% | $11,407+493.0% |