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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 | $79,935 | $61,660+29.6% | $80,022-0.1% | $64,173+24.6% |
| Participation rate | 80.3% | 71.7%+8.6pp | 75.8%+4.5pp | 69.6%+10.8pp |
| Annual return | 6.93% | -0.33%+7.3pp | 11.22%-4.3pp | 7.63%-0.7pp |
| Employer contribution / active EE | $270 | $1,810-85.1% | $2,468-89.0% | $2,381-88.6% |
| Participant deferral / active EE | $2,278 | $2,968-23.2% | $3,686-38.2% | $3,470-34.3% |
| Admin fee / account holder | $1,361 | $5,417-74.9% | $6,521-79.1% | $4,887-72.2% |