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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 | $105,955 | $125,797-15.8% | $170,043-37.7% | $75,173+40.9% |
| Participation rate | 84.8% | 83.6%+1.2pp | 87.0%-2.2pp | 67.2%+17.6pp |
| Annual return | 17.28% | 27.20%-9.9pp | 53.40%-36.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,157 | $4,616-74.9% | $6,790-83.0% | $2,671-56.7% |
| Participant deferral / active EE | $7,055 | $6,838+3.2% | $10,410-32.2% | $4,126+71.0% |
| Admin fee / account holder | $3,682 | $8,177-55.0% | $12,824-71.3% | $5,651-34.8% |