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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 | $101,726 | $199,109-48.9% | $173,730-41.4% | $154,746-34.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.98% | 20.02%-7.0pp | 19.96%-7.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,588 | $7,113-7.4% | $6,326+4.1% | $6,730-2.1% |
| Admin fee / account holder | $37,826 | $20,916+80.9% | $17,523+115.9% | $14,365+163.3% |