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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 | $157,155 | $197,625-20.5% | $177,840-11.6% | $158,966-1.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 12.43% | 58.76%-46.3pp | 48.32%-35.9pp | 302.95%-290.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,292 | $8,405+46.3% | $7,714+59.4% | $5,983+105.4% |
| Admin fee / account holder | $6,746 | $15,405-56.2% | $12,431-45.7% | $11,250-40.0% |