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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 | $67,779 | $162,785-58.4% | $133,959-49.4% | $158,950-57.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.19% | 41.94%-27.8pp | 45.09%-30.9pp | 302.91%-288.7pp |
| Employer contribution / active EE | $788 | $4,975-84.2% | $3,919-79.9% | $4,762-83.5% |
| Participant deferral / active EE | $8,942 | $5,910+51.3% | $5,047+77.2% | $5,983+49.5% |
| Admin fee / account holder | $568 | $11,738-95.2% | $8,928-93.6% | $11,248-95.0% |