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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 | $153,030 | $215,361-28.9% | $171,082-10.6% | $273,972-44.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.61% | 25.14%-18.5pp | 32.56%-25.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $15,333 | $5,543+176.6% | $4,797+219.6% | $5,287+190.0% |
| Admin fee / account holder | $3,487 | $10,846-67.9% | $8,520-59.1% | $10,133-65.6% |