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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 | $57,904 | $67,602-14.3% | $82,312-29.7% | $70,126-17.4% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.9%+0.2pp | 69.5%+7.5pp |
| Annual return | 14.29% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $28 | $1,755-98.4% | $2,428-98.8% | $2,343-98.8% |
| Participant deferral / active EE | $1,396 | $2,987-53.3% | $3,706-62.3% | $3,332-58.1% |
| Admin fee / account holder | $6,054 | $4,512+34.2% | $5,608+8.0% | $4,645+30.3% |