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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 | $52,350 | $67,602-22.6% | $82,312-36.4% | $70,126-25.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.80% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $202 | $1,755-88.5% | $2,428-91.7% | $2,343-91.4% |
| Participant deferral / active EE | $3,472 | $2,987+16.2% | $3,706-6.3% | $3,332+4.2% |
| Admin fee / account holder | $3,888 | $4,512-13.8% | $5,608-30.7% | $4,645-16.3% |