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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 | $125,361 | $138,312-9.4% | $122,979+1.9% | $155,188-19.2% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 13.38% | 22.06%-8.7pp | 20.12%-6.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,883 | $5,592-30.6% | $5,003-22.4% | $6,531-40.5% |
| Admin fee / account holder | $36,166 | $15,089+139.7% | $12,864+181.1% | $14,480+149.8% |