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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 | $52,631 | $65,712-19.9% | $57,196-8.0% | $273,972-80.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.15% | 22.01%-13.9pp | 14.59%-6.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,269 | $3,782+65.8% | $3,096+102.5% | $5,287+18.6% |
| Admin fee / account holder | $660 | $4,838-86.4% | $3,141-79.0% | $10,133-93.5% |