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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 | $138,385-5.0% | $184,200-28.6% | $80,874+62.5% |
| Participation rate | 80.6% | 83.9%-3.2pp | 86.8%-6.2pp | 67.6%+13.0pp |
| Annual return | 23.17% | 20.02%+3.1pp | 28.80%-5.6pp | 35.62%-12.4pp |
| Employer contribution / active EE | $1,386 | $4,849-71.4% | $6,424-78.4% | $2,756-49.7% |
| Participant deferral / active EE | $7,794 | $7,073+10.2% | $9,132-14.7% | $4,297+81.4% |
| Admin fee / account holder | $22,485 | $10,483+114.5% | $13,907+61.7% | $6,935+224.2% |