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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 | $82,926 | $60,349+37.4% | $74,184+11.8% | $62,881+31.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.69% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,706 | $2,856+29.8% | $3,550+4.4% | $3,203+15.7% |
| Admin fee / account holder | $1,458 | $4,261-65.8% | $5,586-73.9% | $4,296-66.1% |