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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 | $65,979 | $69,518-5.1% | $59,887+10.2% | $135,379-51.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.73% | 7.95%-0.2pp | 3.46%+4.3pp | 519.79%-512.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,326 | $4,204+26.7% | $3,402+56.5% | $5,609-5.0% |
| Admin fee / account holder | $5,148 | $5,734-10.2% | $3,591+43.4% | $10,828-52.5% |