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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 | $84,069 | $76,371+10.1% | $93,621-10.2% | $72,975+15.2% |
| Participation rate | 98.2% | 71.8%+26.5pp | 75.8%+22.4pp | 69.5%+28.7pp |
| Annual return | 20.25% | 25.82%-5.6pp | 32.76%-12.5pp | 81.01%-60.8pp |
| Employer contribution / active EE | $209 | $2,276-90.8% | $2,719-92.3% | $2,440-91.5% |
| Participant deferral / active EE | $3,915 | $3,538+10.6% | $4,070-3.8% | $3,608+8.5% |
| Admin fee / account holder | $10,764 | $6,839+57.4% | $7,890+36.4% | $5,124+110.1% |