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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 | $61,315 | $181,896-66.3% | $156,551-60.8% | $273,972-77.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.30% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,419 | $5,550+33.7% | $4,871+52.3% | $5,287+40.3% |
| Admin fee / account holder | $5,881 | $15,560-62.2% | $13,028-54.9% | $10,133-42.0% |