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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 | $148,609 | $124,213+19.6% | $118,106+25.8% | $154,746-4.0% |
| Participation rate | 75.0% | 83.6%-8.6pp | 81.9%-6.9pp | 80.7%-5.7pp |
| Annual return | 15.49% | 18.29%-2.8pp | 19.44%-4.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,057 | $6,859-26.3% | $6,619-23.6% | $6,730-24.9% |
| Admin fee / account holder | $4,799 | $9,627-50.2% | $8,973-46.5% | $14,365-66.6% |