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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 | $81,331-67.8% | $155,534-83.1% | $80,935-67.6% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 10.91% | 33.37%-22.5pp | 64.92%-54.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $266 | $3,105-91.4% | $4,675-94.3% | $2,757-90.4% |
| Participant deferral / active EE | $4,963 | $3,454+43.7% | $5,630-11.9% | $4,299+15.4% |
| Admin fee / account holder | $4,192 | $7,999-47.6% | $15,900-73.6% | $6,924-39.5% |