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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 | $154,005 | $146,267+5.3% | $197,124-21.9% | $82,448+86.8% |
| Participation rate | 75.8% | 84.0%-8.3pp | 86.7%-11.0pp | 68.1%+7.7pp |
| Annual return | 17.29% | 29.61%-12.3pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $755 | $4,723-84.0% | $6,227-87.9% | $2,551-70.4% |
| Participant deferral / active EE | $5,936 | $7,035-15.6% | $9,135-35.0% | $4,139+43.4% |
| Admin fee / account holder | $5,137 | $14,422-64.4% | $16,298-68.5% | $7,234-29.0% |