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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 | $184,089 | $156,398+17.7% | $147,318+25.0% | $138,895+32.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.71% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,047 | $8,237+34.1% | $7,906+39.7% | $6,396+72.7% |
| Admin fee / account holder | $36,995 | $14,976+147.0% | $13,708+169.9% | $12,562+194.5% |