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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 | $97,477 | $140,592-30.7% | $123,105-20.8% | $125,389-22.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.85% | 16.80%-15.9pp | 13.22%-12.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $688 | $6,041-88.6% | $5,151-86.6% | $4,866-85.9% |
| Participant deferral / active EE | $5,215 | $6,980-25.3% | $6,229-16.3% | $5,352-2.6% |
| Admin fee / account holder | $675 | $11,198-94.0% | $9,014-92.5% | $9,541-92.9% |