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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 | $188,871 | $135,956+38.9% | $123,894+52.4% | $273,972-31.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.38% | 56.63%-48.3pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,167 | $6,343+91.8% | $5,984+103.3% | $5,287+130.1% |
| Admin fee / account holder | $2,011 | $9,817-79.5% | $8,357-75.9% | $10,133-80.2% |