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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 | $134,817+31.6% | $123,973+43.2% | $155,188+14.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 13.57% | 515.49%-501.9pp | 388.13%-374.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,398 | $5,706+47.2% | $5,247+60.1% | $6,531+28.6% |
| Admin fee / account holder | $2,418 | $13,245-81.7% | $11,799-79.5% | $14,480-83.3% |