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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 | $95,759 | $65,367+46.5% | $92,915+3.1% | $72,976+31.2% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.0%+17.2pp | 69.5%+23.7pp |
| Annual return | 21.51% | 42.11%-20.6pp | 109.45%-87.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $401 | $2,594-84.5% | $3,653-89.0% | $2,440-83.6% |
| Participant deferral / active EE | $4,034 | $3,128+28.9% | $4,238-4.8% | $3,608+11.8% |
| Admin fee / account holder | $10,136 | $4,251+138.4% | $5,796+74.9% | $5,124+97.8% |