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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 | $117,106 | $153,769-23.8% | $133,975-12.6% | $273,972-57.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.54% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,500 | $6,958+94.0% | $6,282+114.9% | $5,287+155.3% |
| Admin fee / account holder | $355 | $11,765-97.0% | $9,324-96.2% | $10,133-96.5% |