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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 | $115,161 | $215,361-46.5% | $171,082-32.7% | $273,972-58.0% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | 8.10% | 25.14%-17.0pp | 32.56%-24.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,250 | $5,543+102.9% | $4,797+134.5% | $5,287+112.8% |
| Admin fee / account holder | $822 | $10,846-92.4% | $8,520-90.4% | $10,133-91.9% |