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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 | $185,446 | $148,623+24.8% | $135,974+36.4% | $139,466+33.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.32% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,879 | $8,103+9.6% | $7,760+14.4% | $6,712+32.3% |
| Admin fee / account holder | $15,348 | $12,406+23.7% | $10,767+42.6% | $11,409+34.5% |