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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 | $193,542 | $165,361+17.0% | $149,715+29.3% | $158,950+21.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.64% | 348.24%-326.6pp | 276.66%-255.0pp | 302.91%-281.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,781 | $7,182+8.3% | $6,842+13.7% | $5,983+30.1% |
| Admin fee / account holder | $62,807 | $10,808+481.1% | $9,310+574.6% | $11,248+458.4% |