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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 | $82,160 | $51,821+58.5% | $93,727-12.3% | - |
| Participation rate | 87.9% | 67.7%+20.2pp | 68.7%+19.2pp | - |
| Annual return | 14.00% | 11.30%+2.7pp | 133.83%-119.8pp | - |
| Employer contribution / active EE | $505 | $1,278-60.5% | $2,421-79.1% | - |
| Participant deferral / active EE | $5,476 | $3,260+68.0% | $4,417+24.0% | - |
| Admin fee / account holder | $7,775 | $4,565+70.3% | $8,292-6.2% | - |