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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 | $123,898+19.9% | $116,538+27.5% | $155,188-4.2% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.8%-5.8pp |
| Annual return | 15.49% | 16.04%-0.5pp | 17.97%-2.5pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,057 | $6,400-21.0% | $6,207-18.5% | $6,531-22.6% |
| Admin fee / account holder | $4,799 | $9,174-47.7% | $8,737-45.1% | $14,480-66.9% |