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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 | $89,602 | $201,372-55.5% | $184,260-51.4% | $145,884-38.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.28% | 29.04%-18.8pp | 28.84%-18.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,639 | $9,808-42.5% | $9,133-38.3% | $6,690-15.7% |
| Admin fee / account holder | $13,462 | $16,362-17.7% | $13,898-3.1% | $13,392+0.5% |