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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 | $133,609 | $102,609+30.2% | $98,090+36.2% | $138,895-3.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 81.5%+4.2pp | 79.9%+5.8pp |
| Annual return | 18.79% | 36.44%-17.6pp | 37.05%-18.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,764 | $8,167+142.0% | $7,845+151.9% | $6,396+209.0% |
| Admin fee / account holder | $11,461 | $11,434+0.2% | $11,815-3.0% | $12,562-8.8% |