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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 | $111,497 | $82,678+34.9% | $125,391-11.1% | $68,490+62.8% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | 6.26% | -5.97%+12.2pp | 572.41%-566.2pp | -7.85%+14.1pp |
| Employer contribution / active EE | $642 | $3,382-81.0% | $4,816-86.7% | $2,597-75.3% |
| Participant deferral / active EE | $6,815 | $6,111+11.5% | $7,448-8.5% | $4,028+69.2% |
| Admin fee / account holder | $2,310 | $6,277-63.2% | $10,009-76.9% | $5,403-57.2% |