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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 | $115,767 | $306,023-62.2% | $306,023-62.2% | $309,303-62.6% |
| Participation rate | 100.0% | 99.6%+0.4pp | 99.6%+0.4pp | 96.2%+3.8pp |
| Annual return | 26.57% | 10.35%+16.2pp | 10.51%+16.1pp | 6.50%+20.1pp |
| Employer contribution / active EE | $5,404 | $33,877-84.0% | $34,401-84.3% | $25,613-78.9% |
| Participant deferral / active EE | $10,567 | $8,201+28.8% | $7,898+33.8% | $6,481+63.0% |
| Admin fee / account holder | $719 | $17,975-96.0% | $17,975-96.0% | $31,748-97.7% |