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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 | $193,146 | $182,442+5.9% | $163,379+18.2% | $138,895+39.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 16.87% | 72.74%-55.9pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,246 | $6,817-52.4% | $6,282-48.3% | $6,396-49.2% |
| Admin fee / account holder | $3,868 | $10,396-62.8% | $9,818-60.6% | $12,562-69.2% |