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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 | $210,806 | $176,120+19.7% | $159,487+32.2% | $167,553+25.8% |
| Participation rate | 78.3% | 85.0%-6.7pp | 82.8%-4.6pp | 82.1%-3.9pp |
| Annual return | 14.72% | 331.95%-317.2pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,431 | $7,752-29.9% | $7,354-26.1% | $6,343-14.4% |
| Admin fee / account holder | $3,938 | $12,561-68.6% | $10,804-63.6% | $12,316-68.0% |