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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 | $110,633 | $181,896-39.2% | $156,551-29.3% | $273,972-59.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.88% | 30.74%-25.9pp | 32.23%-27.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,575 | $5,550-53.6% | $4,871-47.1% | $5,287-51.3% |
| Admin fee / account holder | $11,637 | $15,560-25.2% | $13,028-10.7% | $10,133+14.8% |