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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 | $152,865 | $114,712+33.3% | $173,730-12.0% | $87,485+74.7% |
| Participation rate | 73.3% | 73.0%+0.3pp | 79.6%-6.2pp | 68.9%+4.4pp |
| Annual return | 17.55% | 20.18%-2.6pp | 19.96%-2.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $540 | $2,904-81.4% | $4,577-88.2% | $2,596-79.2% |
| Participant deferral / active EE | $5,671 | $4,642+22.2% | $6,326-10.4% | $4,274+32.7% |
| Admin fee / account holder | $14,508 | $10,210+42.1% | $17,523-17.2% | $7,775+86.6% |