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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 | $150,040 | $154,228-2.7% | $145,433+3.2% | $137,256+9.3% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 21.18% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,891 | $8,216+20.4% | $7,897+25.2% | $6,407+54.4% |
| Admin fee / account holder | $12,780 | $14,344-10.9% | $13,129-2.7% | $12,270+4.2% |