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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 | $54,033 | $89,259-39.5% | $107,187-49.6% | $82,637-34.6% |
| Participation rate | 78.4% | 67.9%+10.4pp | 75.0%+3.4pp | 68.1%+10.3pp |
| Annual return | 15.20% | 21.02%-5.8pp | 204.55%-189.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $399 | $3,080-87.1% | $3,782-89.5% | $2,552-84.4% |
| Participant deferral / active EE | $5,820 | $4,037+44.2% | $5,096+14.2% | $4,126+41.1% |
| Admin fee / account holder | $3,360 | $7,381-54.5% | $9,162-63.3% | $7,339-54.2% |