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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 | $125,778+13.7% | $114,563+24.8% | $154,746-7.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.9%+8.9pp | 80.7%+1.1pp |
| Annual return | 20.44% | 295.14%-274.7pp | 241.09%-220.7pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,708 | $4,445+118.4% | $4,142+134.4% | $6,730+44.2% |
| Admin fee / account holder | $984 | $8,190-88.0% | $7,623-87.1% | $14,365-93.2% |