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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 | $171,669 | $154,228+11.3% | $145,433+18.0% | $137,256+25.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 16.55% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,162 | $8,216-0.7% | $7,897+3.4% | $6,407+27.4% |
| Admin fee / account holder | $29,343 | $14,344+104.6% | $13,129+123.5% | $12,270+139.1% |