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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 | $100,508 | $95,453+5.3% | $112,040-10.3% | $82,448+21.9% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 15.60% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $616 | $2,318-73.4% | $2,954-79.1% | $2,551-75.9% |
| Participant deferral / active EE | $2,313 | $4,224-45.2% | $5,098-54.6% | $4,139-44.1% |
| Admin fee / account holder | $4,215 | $9,013-53.2% | $12,098-65.2% | $7,234-41.7% |