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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 | $87,992 | $65,712+33.9% | $57,196+53.8% | $273,972-67.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.74% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,699 | $3,782+156.5% | $3,096+213.3% | $5,287+83.4% |
| Admin fee / account holder | $4,198 | $4,838-13.2% | $3,141+33.7% | $10,133-58.6% |