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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 | $230,860 | $176,077+31.1% | $159,455+44.8% | $167,518+37.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 23.32% | 331.83%-308.5pp | 263.63%-240.3pp | 478.71%-455.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,600 | $7,751+11.0% | $7,353+17.0% | $6,342+35.6% |
| Admin fee / account holder | $22,193 | $12,556+76.7% | $10,800+105.5% | $12,312+80.3% |