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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 | $58,274 | $123,898-53.0% | $116,538-50.0% | $155,188-62.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 24.89% | 16.04%+8.9pp | 17.97%+6.9pp | 148.84%-123.9pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,302 | $6,400+14.1% | $6,207+17.6% | $6,531+11.8% |
| Admin fee / account holder | $2,503 | $9,174-72.7% | $8,737-71.4% | $14,480-82.7% |