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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 | $77,952 | $160,933-51.6% | $152,301-48.8% | - |
| Participation rate | 76.8% | 72.3%+4.5pp | 82.4%-5.7pp | - |
| Annual return | 15.15% | 10.80%+4.3pp | 80.50%-65.4pp | - |
| Employer contribution / active EE | $1,526 | $3,533-56.8% | $4,624-67.0% | - |
| Participant deferral / active EE | $4,391 | $6,117-28.2% | $8,004-45.1% | - |
| Admin fee / account holder | $2,053 | $9,732-78.9% | $14,398-85.7% | - |