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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 | $56,747 | $39,132+45.0% | $57,196-0.8% | $62,881-9.8% |
| Participation rate | 92.6% | 70.5%+22.1pp | 75.3%+17.3pp | 69.3%+23.3pp |
| Annual return | 11.66% | 9.24%+2.4pp | 14.59%-2.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $127 | $1,874-93.2% | $2,683-95.3% | $2,281-94.4% |
| Participant deferral / active EE | $5,311 | $2,374+123.7% | $3,096+71.5% | $3,203+65.8% |
| Admin fee / account holder | $8,542 | $2,594+229.3% | $3,141+172.0% | $4,296+98.8% |