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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 | $121,432 | $125,797-3.5% | $170,028-28.6% | $75,181+61.5% |
| Participation rate | 70.4% | 83.6%-13.2pp | 87.0%-16.6pp | 67.2%+3.2pp |
| Annual return | 14.93% | 27.20%-12.3pp | 53.39%-38.5pp | 160.69%-145.8pp |
| Employer contribution / active EE | $1,294 | $4,616-72.0% | $6,788-80.9% | $2,671-51.6% |
| Participant deferral / active EE | $7,260 | $6,838+6.2% | $10,409-30.3% | $4,126+76.0% |
| Admin fee / account holder | $30,503 | $8,177+273.1% | $12,820+137.9% | $5,650+439.9% |