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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 | $72,015 | $76,551-5.9% | $123,894-41.9% | $62,881+14.5% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.1pp | 69.3%+28.3pp |
| Annual return | 8.17% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $246 | $2,882-91.5% | $4,617-94.7% | $2,281-89.2% |
| Participant deferral / active EE | $5,268 | $4,840+8.9% | $5,984-12.0% | $3,203+64.5% |
| Admin fee / account holder | $6,442 | $4,826+33.5% | $8,357-22.9% | $4,296+50.0% |