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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 | $160,744 | $165,399-2.8% | $149,745+7.3% | $158,982+1.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 17.92% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,555 | $7,183+19.1% | $6,843+25.0% | $5,983+43.0% |
| Admin fee / account holder | $4,520 | $10,811-58.2% | $9,312-51.5% | $11,252-59.8% |