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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 | $37,345 | $181,896-79.5% | $156,551-76.1% | $273,972-86.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 20.16% | 30.74%-10.6pp | 32.23%-12.1pp | 41.46%-21.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,806 | $5,550-13.4% | $4,871-1.3% | $5,287-9.1% |
| Admin fee / account holder | $16,955 | $15,560+9.0% | $13,028+30.1% | $10,133+67.3% |