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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 | $194,674 | $93,617+107.9% | $135,982+43.2% | $75,177+159.0% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 16.73% | 30.89%-14.2pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $148 | $3,538-95.8% | $4,859-97.0% | $2,671-94.5% |
| Participant deferral / active EE | $3,821 | $6,406-40.3% | $7,760-50.8% | $4,126-7.4% |
| Admin fee / account holder | $11,976 | $6,980+71.6% | $10,767+11.2% | $5,651+111.9% |