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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 | $76,784 | $153,769-50.1% | $133,975-42.7% | $273,972-72.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.31% | 36.51%-32.2pp | 29.29%-25.0pp | 41.46%-37.1pp |
| Employer contribution / active EE | $171 | $6,029-97.2% | $5,211-96.7% | $4,869-96.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $599 | $11,765-94.9% | $9,324-93.6% | $10,133-94.1% |