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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 | $168,548 | $201,344-16.3% | $184,243-8.5% | $145,877+15.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.12% | 29.01%-17.9pp | 28.82%-17.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,732 | $9,807+9.4% | $9,132+17.5% | $6,691+60.4% |
| Admin fee / account holder | $174,405 | $16,382+964.6% | $13,914+1153.5% | $13,402+1201.3% |