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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 | $103,105 | $140,592-26.7% | $123,105-16.2% | $125,389-17.8% |
| Participation rate | 81.0% | 88.2%-7.2pp | 86.8%-5.8pp | 83.2%-2.2pp |
| Annual return | -0.79% | 16.80%-17.6pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,664 | $6,980+81.4% | $6,229+103.3% | $5,352+136.6% |
| Admin fee / account holder | $2,144 | $11,198-80.9% | $9,014-76.2% | $9,541-77.5% |