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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 | $43,047 | $75,935-43.3% | $60,547-28.9% | $125,388-65.7% |
| Participation rate | 89.5% | 76.5%+12.9pp | 68.0%+21.5pp | 83.2%+6.3pp |
| Annual return | 30.87% | -5.38%+36.3pp | 335.64%-304.8pp | 282.24%-251.4pp |
| Employer contribution / active EE | $151 | $3,438-95.6% | $2,419-93.8% | $4,866-96.9% |
| Participant deferral / active EE | $1,203 | $4,506-73.3% | $3,328-63.9% | $5,352-77.5% |
| Admin fee / account holder | $3,177 | $6,768-53.1% | $4,536-30.0% | $9,541-66.7% |