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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 | $78,027+16.1% | $178,528-49.3% | $80,925+11.9% |
| Participation rate | 71.0% | 65.7%+5.3pp | 77.1%-6.1pp | 67.7%+3.3pp |
| Annual return | 18.93% | 18.09%+0.8pp | 27.11%-8.2pp | 35.65%-16.7pp |
| Employer contribution / active EE | $463 | $2,281-79.7% | $3,950-88.3% | $2,756-83.2% |
| Participant deferral / active EE | $2,258 | $4,408-48.8% | $6,278-64.0% | $4,299-47.5% |
| Admin fee / account holder | $157,383 | $7,168+2095.8% | $10,419+1410.5% | $6,940+2167.7% |