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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 | $123,898-85.3% | $116,538-84.4% | $155,188-88.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 21.75% | 16.04%+5.7pp | 17.97%+3.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,867 | $6,400-8.3% | $6,207-5.5% | $6,531-10.2% |
| Admin fee / account holder | $5,578 | $9,174-39.2% | $8,737-36.2% | $14,480-61.5% |