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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 | $62,181 | $58,493+6.3% | $84,021-26.0% | $72,975-14.8% |
| Participation rate | 70.6% | 61.2%+9.4pp | 69.0%+1.6pp | 69.5%+1.1pp |
| Annual return | 29.74% | 28.93%+0.8pp | 71.32%-41.6pp | 81.01%-51.3pp |
| Employer contribution / active EE | $111 | $1,163-90.5% | $1,984-94.4% | $2,440-95.5% |
| Participant deferral / active EE | $3,125 | $2,394+30.5% | $3,239-3.5% | $3,608-13.4% |
| Admin fee / account holder | $4,561 | $4,569-0.2% | $6,102-25.2% | $5,124-11.0% |