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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 | $117,932 | $181,896-35.2% | $156,551-24.7% | $273,972-57.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.69% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,010 | $6,248-83.8% | $5,501-81.6% | $4,869-79.3% |
| Participant deferral / active EE | $6,394 | $5,550+15.2% | $4,871+31.3% | $5,287+20.9% |
| Admin fee / account holder | $26,827 | $15,560+72.4% | $13,028+105.9% | $10,133+164.8% |