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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 | $87,887 | $181,062-51.5% | $158,223-44.5% | $155,188-43.4% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 19.92% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,205 | $6,134+82.7% | $5,467+105.0% | $6,531+71.6% |
| Admin fee / account holder | $1,512 | $18,825-92.0% | $16,047-90.6% | $14,480-89.6% |