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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 | $48,024 | $132,310-63.7% | $105,754-54.6% | $273,972-82.5% |
| Participation rate | 87.5% | 83.2%+4.3pp | 78.9%+8.6pp | 83.0%+4.5pp |
| Annual return | 4.91% | 10.08%-5.2pp | 12.25%-7.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $878 | $4,867-82.0% | $4,079-78.5% | $4,869-82.0% |
| Participant deferral / active EE | $2,657 | $6,233-57.4% | $5,326-50.1% | $5,287-49.7% |
| Admin fee / account holder | $9,448 | $12,036-21.5% | $8,309+13.7% | $10,133-6.8% |