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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 | $135,915 | $81,358+67.1% | $155,556-12.6% | $80,959+67.9% |
| Participation rate | 87.2% | 66.3%+20.9pp | 78.2%+9.0pp | 67.7%+19.5pp |
| Annual return | 133.04% | 33.39%+99.7pp | 64.84%+68.2pp | 35.67%+97.4pp |
| Employer contribution / active EE | $261 | $3,106-91.6% | $4,675-94.4% | $2,757-90.5% |
| Participant deferral / active EE | $3,346 | $3,455-3.2% | $5,631-40.6% | $4,300-22.2% |
| Admin fee / account holder | $1,549 | $7,994-80.6% | $15,885-90.2% | $6,925-77.6% |