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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 | $79,200 | $48,337+63.8% | $67,560+17.2% | $80,959-2.2% |
| Participation rate | 89.7% | 66.4%+23.2pp | 72.9%+16.7pp | 67.7%+22.0pp |
| Annual return | 11.42% | 18.26%-6.8pp | 3533.50%-3522.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $186 | $2,023-90.8% | $2,737-93.2% | $2,757-93.3% |
| Participant deferral / active EE | $1,670 | $2,928-43.0% | $4,004-58.3% | $4,300-61.2% |
| Admin fee / account holder | $1,268 | $3,695-65.7% | $3,994-68.3% | $6,925-81.7% |