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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 | $102,520 | $315,200-67.5% | $238,191-57.0% | $155,188-33.9% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.1%+12.9pp | 80.8%+9.2pp |
| Annual return | 13.18% | 10.25%+2.9pp | 13.02%+0.2pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,264 | $8,044+15.2% | $6,726+37.7% | $6,531+41.8% |
| Admin fee / account holder | $883 | $48,031-98.2% | $34,582-97.4% | $14,480-93.9% |