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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 | $108,794 | $88,672+22.7% | $105,223+3.4% | $82,448+32.0% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 19.71% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $306 | $3,048-90.0% | $3,689-91.7% | $2,551-88.0% |
| Participant deferral / active EE | $3,261 | $4,036-19.2% | $5,072-35.7% | $4,139-21.2% |
| Admin fee / account holder | $7,692 | $7,146+7.6% | $8,859-13.2% | $7,234+6.3% |