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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 | $59,272 | $138,366-57.2% | $184,185-67.8% | $80,911-26.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.13% | 20.02%-4.9pp | 28.81%-13.7pp | 35.63%-20.5pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,140 | $7,074+0.9% | $9,132-21.8% | $4,297+66.2% |
| Admin fee / account holder | $10,792 | $10,484+2.9% | $13,909-22.4% | $6,935+55.6% |