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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 | $145,267 | $162,785-10.8% | $133,959+8.4% | $158,950-8.6% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 5.64% | 41.94%-36.3pp | 45.09%-39.5pp | 302.91%-297.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,417 | $5,910-25.3% | $5,047-12.5% | $5,983-26.2% |
| Admin fee / account holder | $2,001 | $11,738-83.0% | $8,928-77.6% | $11,248-82.2% |