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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 | $54,789 | $116,203-52.9% | $93,621-41.5% | $152,897-64.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.95% | 35.96%-19.0pp | 32.76%-15.8pp | 345.43%-328.5pp |
| Employer contribution / active EE | $516 | $3,219-84.0% | $2,719-81.0% | $4,764-89.2% |
| Participant deferral / active EE | $2,802 | $4,605-39.2% | $4,070-31.2% | $5,851-52.1% |
| Admin fee / account holder | $7,583 | $10,751-29.5% | $7,890-3.9% | $11,599-34.6% |