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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 | $80,129 | $181,896-55.9% | $156,551-48.8% | $273,972-70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.52% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $792 | $6,248-87.3% | $5,501-85.6% | $4,869-83.7% |
| Participant deferral / active EE | $7,200 | $5,550+29.7% | $4,871+47.8% | $5,287+36.2% |
| Admin fee / account holder | $801 | $15,560-94.9% | $13,028-93.9% | $10,133-92.1% |