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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 | $133,926 | $138,393-3.2% | $184,256-27.3% | $80,959+65.4% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.7%+13.6pp |
| Annual return | 23.87% | 20.01%+3.9pp | 28.85%-5.0pp | 35.67%-11.8pp |
| Employer contribution / active EE | $1,279 | $4,847-73.6% | $6,427-80.1% | $2,757-53.6% |
| Participant deferral / active EE | $3,164 | $7,076-55.3% | $9,133-65.4% | $4,300-26.4% |
| Admin fee / account holder | $13,886 | $10,489+32.4% | $13,899-0.1% | $6,925+100.5% |