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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 | $179,248 | $157,276+14.0% | $141,177+27.0% | $152,885+17.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 23.07% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,646 | $7,110+21.6% | $6,710+28.9% | $5,851+47.8% |
| Admin fee / account holder | $43,870 | $12,123+261.9% | $10,263+327.5% | $11,598+278.3% |