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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 | $176,861 | $157,296+12.4% | $141,191+25.3% | $152,897+15.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 19.98% | 64.34%-44.4pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,626 | $7,111-6.8% | $6,710-1.3% | $5,851+13.2% |
| Admin fee / account holder | $390 | $12,125-96.8% | $10,264-96.2% | $11,599-96.6% |