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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 | $194,101 | $215,361-9.9% | $171,082+13.5% | $273,972-29.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 7.03% | 25.14%-18.1pp | 32.56%-25.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,063 | $5,543-8.7% | $4,797+5.5% | $5,287-4.2% |
| Admin fee / account holder | $1,653 | $10,846-84.8% | $8,520-80.6% | $10,133-83.7% |