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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 | $165,963 | $134,817+23.1% | $123,973+33.9% | $155,188+6.9% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.7%+18.6pp | 80.8%+14.4pp |
| Annual return | 11.43% | 515.49%-504.1pp | 388.13%-376.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,614 | $5,706+33.4% | $5,247+45.1% | $6,531+16.6% |
| Admin fee / account holder | $792 | $13,245-94.0% | $11,799-93.3% | $14,480-94.5% |