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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 | $167,172 | $153,769+8.7% | $133,975+24.8% | $273,972-39.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 8.07% | 36.51%-28.4pp | 29.29%-21.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,600 | $6,958+81.1% | $6,282+100.6% | $5,287+138.3% |
| Admin fee / account holder | $5,330 | $11,765-54.7% | $9,324-42.8% | $10,133-47.4% |