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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 | $177,471 | $129,737+36.8% | $119,126+49.0% | $154,746+14.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 13.57% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,398 | $5,842+43.7% | $5,318+57.9% | $6,730+24.8% |
| Admin fee / account holder | $2,418 | $11,961-79.8% | $10,693-77.4% | $14,365-83.2% |