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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 | $140,958 | $135,956+3.7% | $123,894+13.8% | $273,972-48.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 4.94% | 56.63%-51.7pp | 47.52%-42.6pp | 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 | $8,491 | $6,343+33.9% | $5,984+41.9% | $5,287+60.6% |
| Admin fee / account holder | $12,273 | $9,817+25.0% | $8,357+46.9% | $10,133+21.1% |