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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 | $90,565 | $78,015+16.1% | $178,505-49.3% | $80,959+11.9% |
| Participation rate | 71.0% | 65.7%+5.3pp | 77.1%-6.2pp | 67.7%+3.3pp |
| Annual return | 18.93% | 18.10%+0.8pp | 27.16%-8.2pp | 35.67%-16.7pp |
| Employer contribution / active EE | $463 | $2,281-79.7% | $3,955-88.3% | $2,757-83.2% |
| Participant deferral / active EE | $2,258 | $4,406-48.8% | $6,280-64.1% | $4,300-47.5% |
| Admin fee / account holder | $157,383 | $7,160+2098.0% | $10,428+1409.3% | $6,925+2172.6% |