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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 | $165,172 | $159,978+3.2% | $147,041+12.3% | $145,978+13.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 10.08% | 98.36%-88.3pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,148 | $8,429-38.9% | $8,071-36.2% | $6,690-23.0% |
| Admin fee / account holder | $18,107 | $15,053+20.3% | $13,006+39.2% | $13,400+35.1% |