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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 | $142,965 | $101,618+40.7% | $93,063+53.6% | $137,256+4.2% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 20.44% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,708 | $4,279+126.9% | $3,958+145.3% | $6,407+51.5% |
| Admin fee / account holder | $984 | $6,198-84.1% | $6,033-83.7% | $12,270-92.0% |