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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 | $156,398-4.1% | $147,318+1.8% | $138,895+8.0% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-2.9pp | 79.9%-0.8pp |
| Annual return | 21.18% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,891 | $8,237+20.1% | $7,906+25.1% | $6,396+54.6% |
| Admin fee / account holder | $12,780 | $14,976-14.7% | $13,708-6.8% | $12,562+1.7% |