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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 | $26,225 | $81,276-67.7% | $155,574-83.1% | $80,925-67.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 10.91% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $266 | $3,103-91.4% | $4,676-94.3% | $2,756-90.4% |
| Participant deferral / active EE | $4,963 | $3,453+43.7% | $5,629-11.8% | $4,299+15.5% |
| Admin fee / account holder | $4,192 | $7,993-47.6% | $15,914-73.7% | $6,940-39.6% |