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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 | $241,184 | $157,276+53.4% | $141,177+70.8% | $152,885+57.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.94% | 64.33%-44.4pp | 71.40%-51.5pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,386 | $7,110+17.9% | $6,710+25.0% | $5,851+43.3% |
| Admin fee / account holder | $4,573 | $12,123-62.3% | $10,263-55.4% | $11,598-60.6% |