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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 | $79,782 | $153,311-48.0% | $109,313-27.0% | $273,972-70.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.37% | 29.86%-25.5pp | 22.07%-17.7pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,129 | $3,932-45.9% | $3,166-32.8% | $5,287-59.7% |
| Admin fee / account holder | $5,460 | $8,076-32.4% | $5,666-3.6% | $10,133-46.1% |