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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 | $156,908 | $86,949+80.5% | $102,460+53.1% | $80,959+93.8% |
| Participation rate | 74.6% | 72.4%+2.3pp | 76.5%-1.9pp | 67.7%+7.0pp |
| Annual return | 18.36% | 18.89%-0.5pp | 29.47%-11.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $599 | $2,370-74.7% | $3,025-80.2% | $2,757-78.3% |
| Participant deferral / active EE | $6,292 | $4,121+52.7% | $5,056+24.4% | $4,300+46.3% |
| Admin fee / account holder | $12,748 | $8,048+58.4% | $9,460+34.8% | $6,925+84.1% |