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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 | $105,762 | $181,896-41.9% | $156,551-32.4% | $273,972-61.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.51% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,121 | $5,550+10.3% | $4,871+25.6% | $5,287+15.8% |
| Admin fee / account holder | $959 | $15,560-93.8% | $13,028-92.6% | $10,133-90.5% |