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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 | $190,573 | $185,856+2.5% | $170,028+12.1% | $139,456+36.7% |
| Participation rate | 76.5% | 87.8%-11.3pp | 87.0%-10.5pp | 80.3%-3.9pp |
| Annual return | 25.91% | 60.52%-34.6pp | 53.39%-27.5pp | 373.45%-347.5pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $17,554 | $11,623+51.0% | $10,409+68.6% | $6,711+161.6% |
| Admin fee / account holder | $2,950 | $15,387-80.8% | $12,820-77.0% | $11,407-74.1% |