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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 | $60,645 | $81,504-25.6% | $102,437-40.8% | $80,959-25.1% |
| Participation rate | 96.1% | 66.9%+29.3pp | 74.5%+21.6pp | 67.7%+28.4pp |
| Annual return | 27.03% | 25.60%+1.4pp | 24.95%+2.1pp | 35.67%-8.6pp |
| Employer contribution / active EE | $76 | $3,104-97.5% | $3,871-98.0% | $2,757-97.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,553 | $6,719-76.9% | $8,388-81.5% | $6,925-77.6% |