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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 | $132,461 | $156,398-15.3% | $147,318-10.1% | $138,895-4.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 13.28% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,257 | $8,237+60.9% | $7,906+67.7% | $6,396+107.3% |
| Admin fee / account holder | $51,230 | $14,976+242.1% | $13,708+273.7% | $12,562+307.8% |