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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 | $108,365 | $106,749+1.5% | $145,433-25.5% | $82,448+31.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.30% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,998 | $6,519+7.4% | $7,897-11.4% | $4,139+69.1% |
| Admin fee / account holder | $2,582 | $8,390-69.2% | $13,129-80.3% | $7,234-64.3% |