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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 | $92,856 | $181,062-48.7% | $158,223-41.3% | $155,188-40.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.77% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,915 | $6,134+12.7% | $5,467+26.5% | $6,531+5.9% |
| Admin fee / account holder | $710 | $18,825-96.2% | $16,047-95.6% | $14,480-95.1% |