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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 | $197,846 | $157,296+25.8% | $141,191+40.1% | $152,897+29.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 17.16% | 64.34%-47.2pp | 71.41%-54.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,740 | $7,111-5.2% | $6,710+0.4% | $5,851+15.2% |
| Admin fee / account holder | $25,696 | $12,125+111.9% | $10,264+150.4% | $11,599+121.5% |