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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 | $18,157 | $124,213-85.4% | $118,106-84.6% | $154,746-88.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 21.75% | 18.29%+3.5pp | 19.44%+2.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,867 | $6,859-14.5% | $6,619-11.4% | $6,730-12.8% |
| Admin fee / account holder | $5,578 | $9,627-42.1% | $8,973-37.8% | $14,365-61.2% |