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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 | $154,346 | $242,977-36.5% | $182,262-15.3% | - |
| Participation rate | 97.0% | 81.7%+15.3pp | 84.2%+12.8pp | - |
| Annual return | 20.58% | 3.03%+17.5pp | 140.60%-120.0pp | - |
| Employer contribution / active EE | $3,490 | $5,222-33.2% | $5,046-30.8% | - |
| Participant deferral / active EE | $11,226 | $7,528+49.1% | $8,276+35.6% | - |
| Admin fee / account holder | $12,544 | $19,036-34.1% | $16,712-24.9% | - |