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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 | $59,386 | $65,685-9.6% | $57,183+3.9% | $273,970-78.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.42% | 21.99%-15.6pp | 14.59%-8.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,160 | $3,781-16.4% | $3,096+2.1% | $5,287-40.2% |
| Admin fee / account holder | $455 | $4,835-90.6% | $3,139-85.5% | $10,132-95.5% |