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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 | $184,014-44.7% | $161,149-36.9% | $138,895-26.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.98% | 21.52%-8.5pp | 21.16%-8.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,588 | $6,909-4.6% | $6,153+7.1% | $6,396+3.0% |
| Admin fee / account holder | $37,826 | $18,027+109.8% | $15,194+148.9% | $12,562+201.1% |