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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 | $226,952 | $81,358+179.0% | $155,556+45.9% | $80,959+180.3% |
| Participation rate | 89.7% | 66.3%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 11.34% | 33.39%-22.0pp | 64.84%-53.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $304 | $3,106-90.2% | $4,675-93.5% | $2,757-89.0% |
| Participant deferral / active EE | $7,225 | $3,455+109.1% | $5,631+28.3% | $4,300+68.0% |
| Admin fee / account holder | $1,986 | $7,994-75.1% | $15,885-87.5% | $6,925-71.3% |