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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 | $155,106 | $136,307+13.8% | $106,619+45.5% | $273,972-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.68% | 11.05%-3.4pp | 9.42%-1.7pp | 41.46%-33.8pp |
| Employer contribution / active EE | $359 | $5,190-93.1% | $3,947-90.9% | $4,869-92.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,886 | $8,625+14.6% | $6,418+54.0% | $10,133-2.4% |