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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 | $137,860 | $123,793+11.4% | $177,827-22.5% | $79,858+72.6% |
| Participation rate | 83.5% | 84.7%-1.1pp | 87.7%-4.2pp | 69.6%+13.9pp |
| Annual return | 13.75% | 22.82%-9.1pp | 48.32%-34.6pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,837 | $5,956+132.3% | $7,713+79.4% | $3,740+270.0% |
| Admin fee / account holder | $799 | $7,243-89.0% | $12,429-93.6% | $5,306-84.9% |