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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 | $83,244 | $81,476+2.2% | $102,383-18.7% | $80,925+2.9% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.7%+14.7pp |
| Annual return | 26.71% | 25.59%+1.1pp | 24.94%+1.8pp | 35.65%-8.9pp |
| Employer contribution / active EE | $184 | $3,105-94.1% | $3,870-95.2% | $2,756-93.3% |
| Participant deferral / active EE | $3,365 | $3,871-13.1% | $5,060-33.5% | $4,299-21.7% |
| Admin fee / account holder | $7,448 | $6,717+10.9% | $8,391-11.2% | $6,940+7.3% |