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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 | $156,398+51.6% | $147,318+60.9% | $138,895+70.7% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.8pp | 79.9%-1.7pp |
| Annual return | 17.29% | 78.75%-61.5pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,502 | $8,237+124.6% | $7,906+134.0% | $6,396+189.3% |
| Admin fee / account holder | $20,133 | $14,976+34.4% | $13,708+46.9% | $12,562+60.3% |