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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 | $103,771 | $153,769-32.5% | $133,975-22.5% | $273,972-62.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.86% | 36.51%-30.7pp | 29.29%-23.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $15,689 | $6,958+125.5% | $6,282+149.8% | $5,287+196.7% |
| Admin fee / account holder | $5,579 | $11,765-52.6% | $9,324-40.2% | $10,133-44.9% |