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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 | $233,523 | $135,956+71.8% | $123,894+88.5% | $273,972-14.8% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,991 | $6,343+57.5% | $5,984+67.0% | $5,287+89.0% |
| Admin fee / account holder | $1,978 | $9,817-79.8% | $8,357-76.3% | $10,133-80.5% |