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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 | $148,434 | $140,592+5.6% | $123,105+20.6% | $125,389+18.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.86% | 16.80%-15.9pp | 13.22%-12.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,126 | $6,980-26.6% | $6,229-17.7% | $5,352-4.2% |
| Admin fee / account holder | $1,144 | $11,198-89.8% | $9,014-87.3% | $9,541-88.0% |