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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 | $145,431-26.4% | $211,142-49.3% | $87,485+22.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 87.3%-4.0pp | 68.9%+14.4pp |
| Annual return | 23.20% | 27.21%-4.0pp | 46.84%-23.6pp | 26.06%-2.9pp |
| Employer contribution / active EE | $1,399 | $4,662-70.0% | $6,442-78.3% | $2,596-46.1% |
| Participant deferral / active EE | $3,974 | $6,859-42.1% | $9,284-57.2% | $4,274-7.0% |
| Admin fee / account holder | $53,370 | $17,052+213.0% | $19,076+179.8% | $7,775+586.5% |