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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 | $90,935 | $123,793-26.5% | $177,840-48.9% | $79,852+13.9% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.1pp | 69.6%+8.9pp |
| Annual return | 26.95% | 22.82%+4.1pp | 48.32%-21.4pp | 31.72%-4.8pp |
| Employer contribution / active EE | $691 | $4,095-83.1% | $5,919-88.3% | $2,471-72.1% |
| Participant deferral / active EE | $10,626 | $5,956+78.4% | $7,714+37.8% | $3,740+184.1% |
| Admin fee / account holder | $1,442 | $7,243-80.1% | $12,431-88.4% | $5,306-72.8% |