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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 | $142,888 | $100,194+42.6% | $122,979+16.2% | $86,983+64.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 12.93% | 16.47%-3.5pp | 20.12%-7.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $87 | $2,326-96.3% | $3,062-97.2% | $2,584-96.6% |
| Participant deferral / active EE | $8,463 | $4,133+104.8% | $5,003+69.2% | $4,194+101.8% |
| Admin fee / account holder | $19,183 | $10,148+89.0% | $12,864+49.1% | $7,856+144.2% |