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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 | $129,880 | $135,956-4.5% | $123,894+4.8% | $273,972-52.6% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 5.70% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,719 | $6,343-9.8% | $5,984-4.4% | $5,287+8.2% |
| Admin fee / account holder | $18,138 | $9,817+84.8% | $8,357+117.0% | $10,133+79.0% |