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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 | $144,536 | $135,956+6.3% | $123,894+16.7% | $273,972-47.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 9.81% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,773 | $6,343+6.8% | $5,984+13.2% | $5,287+28.1% |
| Admin fee / account holder | $5,490 | $9,817-44.1% | $8,357-34.3% | $10,133-45.8% |