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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 | $59,967 | $181,896-67.0% | $156,551-61.7% | $273,972-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $697 | $6,248-88.9% | $5,501-87.3% | $4,869-85.7% |
| Participant deferral / active EE | $6,527 | $5,550+17.6% | $4,871+34.0% | $5,287+23.5% |
| Admin fee / account holder | $21,452 | $15,560+37.9% | $13,028+64.7% | $10,133+111.7% |