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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 | $141,473 | $138,393+2.2% | $184,256-23.2% | $80,959+74.7% |
| Participation rate | 81.4% | 83.9%-2.5pp | 86.8%-5.4pp | 67.7%+13.8pp |
| Annual return | 21.66% | 20.01%+1.6pp | 28.85%-7.2pp | 35.67%-14.0pp |
| Employer contribution / active EE | $1,098 | $4,847-77.3% | $6,427-82.9% | $2,757-60.2% |
| Participant deferral / active EE | $16,265 | $7,076+129.9% | $9,133+78.1% | $4,300+278.2% |
| Admin fee / account holder | $11,386 | $10,489+8.6% | $13,899-18.1% | $6,925+64.4% |