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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 | $188,051 | $176,120+6.8% | $159,487+17.9% | $167,553+12.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.00% | 331.95%-315.9pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $17,193 | $7,752+121.8% | $7,354+133.8% | $6,343+171.1% |
| Admin fee / account holder | $2,350 | $12,561-81.3% | $10,804-78.3% | $12,316-80.9% |