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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 | $67,966 | $87,132-22.0% | $105,624-35.7% | $80,959-16.0% |
| Participation rate | 95.2% | 70.4%+24.7pp | 75.3%+19.9pp | 67.7%+27.5pp |
| Annual return | 11.91% | 17.03%-5.1pp | 116.20%-104.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $349 | $2,397-85.4% | $3,168-89.0% | $2,757-87.3% |
| Participant deferral / active EE | $2,405 | $3,985-39.6% | $5,013-52.0% | $4,300-44.1% |
| Admin fee / account holder | $6,441 | $8,449-23.8% | $10,961-41.2% | $6,925-7.0% |