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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 | $48,314+63.9% | $67,561+17.2% | $80,925-2.1% |
| Participation rate | 89.7% | 66.4%+23.3pp | 72.9%+16.8pp | 67.7%+22.0pp |
| Annual return | 11.42% | 18.28%-6.9pp | 3525.44%-3514.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $186 | $2,022-90.8% | $2,735-93.2% | $2,756-93.3% |
| Participant deferral / active EE | $1,670 | $2,927-42.9% | $4,003-58.3% | $4,299-61.1% |
| Admin fee / account holder | $1,268 | $3,690-65.6% | $4,006-68.4% | $6,940-81.7% |