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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 | $193,101 | $180,028+7.3% | $138,135+39.8% | $158,950+21.5% |
| Participation rate | 72.7% | 82.2%-9.5pp | 78.7%-6.0pp | 82.0%-9.2pp |
| Annual return | 19.30% | 21.68%-2.4pp | 20.51%-1.2pp | 302.91%-283.6pp |
| Employer contribution / active EE | $1,087 | $7,470-85.5% | $5,587-80.5% | $4,762-77.2% |
| Participant deferral / active EE | $3,075 | $7,717-60.2% | $6,431-52.2% | $5,983-48.6% |
| Admin fee / account holder | $3,515 | $17,912-80.4% | $11,856-70.3% | $11,248-68.7% |