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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 | $84,798 | $108,825-22.1% | $156,181-45.7% | $82,448+2.9% |
| Participation rate | 91.5% | 72.4%+19.2pp | 78.8%+12.7pp | 68.1%+23.5pp |
| Annual return | 21.76% | 20.59%+1.2pp | 64.87%-43.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $290 | $2,870-89.9% | $4,294-93.2% | $2,551-88.6% |
| Participant deferral / active EE | $10,562 | $4,577+130.8% | $6,132+72.2% | $4,139+155.2% |
| Admin fee / account holder | $1,083 | $9,341-88.4% | $14,586-92.6% | $7,234-85.0% |