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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 | $131,447 | $138,393-5.0% | $184,256-28.7% | $80,959+62.4% |
| Participation rate | 80.6% | 83.9%-3.3pp | 86.8%-6.2pp | 67.7%+13.0pp |
| Annual return | 23.17% | 20.01%+3.2pp | 28.85%-5.7pp | 35.67%-12.5pp |
| Employer contribution / active EE | $1,386 | $4,847-71.4% | $6,427-78.4% | $2,757-49.7% |
| Participant deferral / active EE | $7,794 | $7,076+10.1% | $9,133-14.7% | $4,300+81.2% |
| Admin fee / account holder | $22,485 | $10,489+114.4% | $13,899+61.8% | $6,925+224.7% |