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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 | $108,515 | $181,062-40.1% | $158,223-31.4% | $155,188-30.1% |
| Participation rate | 88.2% | 82.7%+5.6pp | 79.2%+9.0pp | 80.8%+7.4pp |
| Annual return | 17.68% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,068 | $6,134-1.1% | $5,467+11.0% | $6,531-7.1% |
| Admin fee / account holder | $14,980 | $18,825-20.4% | $16,047-6.6% | $14,480+3.5% |