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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 | $125,184+19.6% | $105,607+41.7% | $145,884+2.6% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.5pp | 80.3%-7.6pp |
| Annual return | 14.98% | 225.00%-210.0pp | 116.11%-101.1pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,694 | $5,714+17.1% | $5,011+33.6% | $6,690+0.1% |
| Admin fee / account holder | $3,571 | $17,133-79.2% | $10,958-67.4% | $13,392-73.3% |