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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 | $144,947 | $138,393+4.7% | $184,256-21.3% | $80,959+79.0% |
| Participation rate | 84.5% | 83.9%+0.6pp | 86.8%-2.3pp | 67.7%+16.8pp |
| Annual return | 20.43% | 20.01%+0.4pp | 28.85%-8.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,335 | $4,847-72.5% | $6,427-79.2% | $2,757-51.6% |
| Participant deferral / active EE | $4,234 | $7,076-40.2% | $9,133-53.6% | $4,300-1.5% |
| Admin fee / account holder | $2,107 | $10,489-79.9% | $13,899-84.8% | $6,925-69.6% |