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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 | $115,931+31.9% | $185,441-17.6% | $86,983+75.7% |
| Participation rate | 73.3% | 73.6%-0.3pp | 80.3%-6.9pp | 69.5%+3.8pp |
| Annual return | 17.55% | 21.47%-3.9pp | 20.16%-2.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $540 | $2,937-81.6% | $4,672-88.4% | $2,584-79.1% |
| Participant deferral / active EE | $5,671 | $4,551+24.6% | $6,152-7.8% | $4,194+35.2% |
| Admin fee / account holder | $14,508 | $10,687+35.8% | $17,890-18.9% | $7,856+84.7% |