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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 | $146,347 | $135,956+7.6% | $123,894+18.1% | $273,972-46.6% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 4.98% | 56.63%-51.7pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,377 | $6,343+126.7% | $5,984+140.3% | $5,287+171.9% |
| Admin fee / account holder | $1,280 | $9,817-87.0% | $8,357-84.7% | $10,133-87.4% |