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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 | $159,570 | $127,387+25.3% | $115,038+38.7% | $125,389+27.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 9.86% | 31.28%-21.4pp | 26.14%-16.3pp | 282.24%-272.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,889 | $6,423+69.5% | $6,026+80.7% | $5,352+103.5% |
| Admin fee / account holder | $21,913 | $9,516+130.3% | $8,175+168.0% | $9,541+129.7% |