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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 | $145,431+5.9% | $211,142-27.1% | $87,485+76.0% |
| Participation rate | 75.8% | 84.7%-9.0pp | 87.3%-11.5pp | 68.9%+6.8pp |
| Annual return | 17.29% | 27.21%-9.9pp | 46.84%-29.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $755 | $4,662-83.8% | $6,442-88.3% | $2,596-70.9% |
| Participant deferral / active EE | $5,936 | $6,859-13.5% | $9,284-36.1% | $4,274+38.9% |
| Admin fee / account holder | $5,137 | $17,052-69.9% | $19,076-73.1% | $7,775-33.9% |