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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 | $159,771 | $157,276+1.6% | $141,177+13.2% | $152,885+4.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.5%-5.5pp |
| Annual return | 19.70% | 64.33%-44.6pp | 71.40%-51.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,270 | $7,110+2.2% | $6,710+8.3% | $5,851+24.3% |
| Admin fee / account holder | $66,134 | $12,123+445.5% | $10,263+544.4% | $11,598+470.2% |