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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 | $61,730 | $78,013-20.9% | $178,449-65.4% | $80,911-23.7% |
| Participation rate | 71.4% | 65.7%+5.7pp | 77.1%-5.7pp | 67.6%+3.8pp |
| Annual return | 19.41% | 18.07%+1.3pp | 27.09%-7.7pp | 35.63%-16.2pp |
| Employer contribution / active EE | $57 | $2,287-97.5% | $3,951-98.6% | $2,756-97.9% |
| Participant deferral / active EE | $7,703 | $4,408+74.8% | $6,277+22.7% | $4,297+79.2% |
| Admin fee / account holder | $1,878 | $7,166-73.8% | $10,362-81.9% | $6,935-72.9% |