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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 | $141,503 | $140,592+0.6% | $123,105+14.9% | $125,389+12.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,087 | $6,041-82.0% | $5,151-78.9% | $4,866-77.7% |
| Participant deferral / active EE | $10,629 | $6,980+52.3% | $6,229+70.6% | $5,352+98.6% |
| Admin fee / account holder | $550 | $11,198-95.1% | $9,014-93.9% | $9,541-94.2% |