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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 | $74,268 | $89,370-16.9% | $141,197-47.4% | $72,976+1.8% |
| Participation rate | 90.1% | 75.1%+15.0pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 22.43% | 111.88%-89.4pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $434 | $3,115-86.1% | $4,736-90.8% | $2,440-82.2% |
| Participant deferral / active EE | $3,565 | $5,419-34.2% | $6,710-46.9% | $3,608-1.2% |
| Admin fee / account holder | $5,220 | $5,957-12.4% | $10,265-49.1% | $5,124+1.9% |