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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 | $223,440 | $93,598+138.7% | $135,974+64.3% | $75,173+197.2% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 17.61% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $363 | $3,538-89.7% | $4,859-92.5% | $2,671-86.4% |
| Participant deferral / active EE | $16,488 | $6,405+157.4% | $7,760+112.5% | $4,126+299.6% |
| Admin fee / account holder | $5,250 | $6,978-24.8% | $10,767-51.2% | $5,651-7.1% |