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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 | $116,195 | $86,701+34.0% | $73,309+58.5% | $125,389-7.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.34% | 2.78%-0.4pp | 5.67%-3.3pp | 282.24%-279.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,115 | $5,549+28.2% | $4,991+42.6% | $5,352+33.0% |
| Admin fee / account holder | $701 | $7,768-91.0% | $5,635-87.6% | $9,541-92.7% |