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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 | $42,714 | $58,828-27.4% | $78,002-45.2% | $62,881-32.1% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 8.36% | 17.16%-8.8pp | 425.99%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $241 | $1,672-85.6% | $2,470-90.2% | $2,281-89.4% |
| Participant deferral / active EE | $2,261 | $2,686-15.8% | $3,497-35.3% | $3,203-29.4% |
| Admin fee / account holder | $1,521 | $4,393-65.4% | $5,481-72.2% | $4,296-64.6% |