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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 | $66,318 | $135,905-51.2% | $126,068-47.4% | $198,609-66.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.46% | 14.07%-0.6pp | 15.01%-1.5pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,880 | $8,523-7.6% | $8,214-4.1% | $6,977+12.9% |
| Admin fee / account holder | $2,936 | $21,036-86.0% | $18,264-83.9% | $19,030-84.6% |