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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 | $149,686 | $125,237+19.5% | $105,608+41.7% | $145,877+2.6% |
| Participation rate | 72.7% | 77.7%-4.9pp | 75.3%-2.6pp | 80.3%-7.6pp |
| Annual return | 14.98% | 225.76%-210.8pp | 116.50%-101.5pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,694 | $5,711+17.2% | $5,010+33.6% | $6,6910% |
| Admin fee / account holder | $3,571 | $17,287-79.3% | $11,028-67.6% | $13,402-73.4% |