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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 | $40,650 | $101,795-60.1% | $165,100-75.4% | $80,959-49.8% |
| Participation rate | 78.8% | 71.8%+7.0pp | 78.6%+0.2pp | 67.7%+11.2pp |
| Annual return | 15.00% | 16.73%-1.7pp | 70.21%-55.2pp | 35.67%-20.7pp |
| Employer contribution / active EE | $709 | $2,954-76.0% | $4,348-83.7% | $2,757-74.3% |
| Participant deferral / active EE | $2,738 | $4,476-38.8% | $6,035-54.6% | $4,300-36.3% |
| Admin fee / account holder | $2,933 | $8,221-64.3% | $12,696-76.9% | $6,925-57.7% |