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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 | $91,117 | $95,404-4.5% | $113,397-19.6% | $82,637+10.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.5%+22.2pp | 68.1%+30.6pp |
| Annual return | 12.42% | 19.08%-6.7pp | 23.20%-10.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $353 | $2,307-84.7% | $2,977-88.2% | $2,552-86.2% |
| Participant deferral / active EE | $3,269 | $4,220-22.5% | $5,076-35.6% | $4,126-20.8% |
| Admin fee / account holder | $3,270 | $9,168-64.3% | $11,957-72.7% | $7,339-55.4% |