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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 | $64,392 | $155,555-58.6% | $146,866-56.2% | $155,188-58.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.76% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,845 | $8,044-2.5% | $7,759+1.1% | $6,531+20.1% |
| Admin fee / account holder | $27,341 | $14,755+85.3% | $13,620+100.7% | $14,480+88.8% |