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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 | $174,244 | $165,399+5.3% | $149,745+16.4% | $158,982+9.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 13.29% | 348.34%-335.0pp | 276.72%-263.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,341 | $7,183-11.7% | $6,843-7.3% | $5,983+6.0% |
| Admin fee / account holder | $6,268 | $10,811-42.0% | $9,312-32.7% | $11,252-44.3% |