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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 | $156,398-58.8% | $147,318-56.3% | $138,895-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.76% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,845 | $8,237-4.8% | $7,906-0.8% | $6,396+22.6% |
| Admin fee / account holder | $27,341 | $14,976+82.6% | $13,708+99.5% | $12,562+117.6% |