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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 | $107,065 | $143,969-25.6% | $199,883-46.4% | $82,637+29.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 86.8%-3.4pp | 68.1%+15.3pp |
| Annual return | 23.20% | 25.67%-2.5pp | 43.81%-20.6pp | 53.51%-30.3pp |
| Employer contribution / active EE | $1,399 | $4,632-69.8% | $6,261-77.7% | $2,552-45.2% |
| Participant deferral / active EE | $3,974 | $6,937-42.7% | $9,138-56.5% | $4,126-3.7% |
| Admin fee / account holder | $53,370 | $14,597+265.6% | $17,268+209.1% | $7,339+627.2% |