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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 | $237,056 | $162,136+46.2% | $152,301+55.6% | $154,746+53.2% |
| Participation rate | 78.3% | 84.1%-5.8pp | 82.4%-4.2pp | 80.7%-2.4pp |
| Annual return | 17.29% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,502 | $8,341+121.8% | $8,004+131.2% | $6,730+174.9% |
| Admin fee / account holder | $20,133 | $15,759+27.8% | $14,398+39.8% | $14,365+40.1% |