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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 | $133,192 | $72,486+83.7% | $87,103+52.9% | $72,976+82.5% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 19.60% | 24.46%-4.9pp | 28.19%-8.6pp | 81.02%-61.4pp |
| Employer contribution / active EE | $445 | $1,894-76.5% | $2,521-82.4% | $2,440-81.8% |
| Participant deferral / active EE | $3,671 | $3,270+12.3% | $4,049-9.3% | $3,608+1.8% |
| Admin fee / account holder | $29,481 | $5,055+483.3% | $7,491+293.5% | $5,124+475.3% |