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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 | $223,430 | $148,623+50.3% | $135,974+64.3% | $139,466+60.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 33.73% | 79.30%-45.6pp | 68.30%-34.6pp | 373.66%-339.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,977 | $8,103+23.1% | $7,760+28.6% | $6,712+48.6% |
| Admin fee / account holder | $14,160 | $12,406+14.1% | $10,767+31.5% | $11,409+24.1% |