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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 | $51,569 | $87,733-41.2% | $106,554-51.6% | $85,851-39.9% |
| Participation rate | 98.7% | 71.9%+26.7pp | 76.1%+22.5pp | 69.3%+29.3pp |
| Annual return | 13.91% | 21.86%-7.9pp | 26.80%-12.9pp | 318.63%-304.7pp |
| Employer contribution / active EE | $159 | $2,073-92.3% | $2,819-94.4% | $2,565-93.8% |
| Participant deferral / active EE | $1,758 | $3,469-49.3% | $4,398-60.0% | $3,952-55.5% |
| Admin fee / account holder | $1,333 | $6,767-80.3% | $7,408-82.0% | $6,261-78.7% |