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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 | $93,345+16.6% | $119,126-8.7% | $87,485+24.4% |
| Participation rate | 72.4% | 68.7%+3.7pp | 75.8%-3.3pp | 68.9%+3.5pp |
| Annual return | 19.71% | 19.08%+0.6pp | 282.11%-262.4pp | 26.06%-6.4pp |
| Employer contribution / active EE | $306 | $3,172-90.4% | $4,034-92.4% | $2,596-88.2% |
| Participant deferral / active EE | $3,261 | $4,099-20.4% | $5,318-38.7% | $4,274-23.7% |
| Admin fee / account holder | $7,692 | $8,039-4.3% | $10,693-28.1% | $7,775-1.1% |