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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 | $93,717 | $86,949+7.8% | $102,460-8.5% | $80,959+15.8% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+16.9pp |
| Annual return | 20.81% | 18.89%+1.9pp | 29.47%-8.7pp | 35.67%-14.9pp |
| Employer contribution / active EE | $548 | $2,370-76.9% | $3,025-81.9% | $2,757-80.1% |
| Participant deferral / active EE | $6,651 | $4,121+61.4% | $5,056+31.5% | $4,300+54.7% |
| Admin fee / account holder | $11,051 | $8,048+37.3% | $9,460+16.8% | $6,925+59.6% |