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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 | $150,832 | $153,311-1.6% | $109,313+38.0% | $273,972-44.9% |
| Participation rate | 81.8% | 80.1%+1.7pp | 71.3%+10.6pp | 83.0%-1.2pp |
| Annual return | 7.81% | 29.86%-22.0pp | 22.07%-14.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,263 | $3,932+59.3% | $3,166+97.8% | $5,287+18.5% |
| Admin fee / account holder | $901 | $8,076-88.8% | $5,666-84.1% | $10,133-91.1% |