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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 | $115,538 | $185,312-37.7% | $161,489-28.5% | $154,746-25.3% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 13.67% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $966 | $4,769-79.8% | $4,268-77.4% | $4,379-78.0% |
| Participant deferral / active EE | $5,893 | $6,350-7.2% | $5,630+4.7% | $6,730-12.4% |
| Admin fee / account holder | $27,400 | $18,654+46.9% | $16,006+71.2% | $14,365+90.7% |