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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 | $162,122 | $157,296+3.1% | $141,191+14.8% | $152,897+6.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 26.10% | 64.34%-38.2pp | 71.41%-45.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,070 | $7,111-14.6% | $6,710-9.5% | $5,851+3.7% |
| Admin fee / account holder | $7,261 | $12,125-40.1% | $10,264-29.3% | $11,599-37.4% |