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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 | $41,232 | $45,079-8.5% | $69,461-40.6% | $72,986-43.5% |
| Participation rate | 80.4% | 68.5%+11.9pp | 74.6%+5.7pp | 69.5%+10.9pp |
| Annual return | 17.40% | 22.65%-5.3pp | 28.97%-11.6pp | 81.01%-63.6pp |
| Employer contribution / active EE | $293 | $2,055-85.7% | $2,779-89.5% | $2,440-88.0% |
| Participant deferral / active EE | $873 | $2,603-66.5% | $3,536-75.3% | $3,607-75.8% |
| Admin fee / account holder | $1,257 | $3,056-58.9% | $3,840-67.3% | $5,124-75.5% |