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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 | $65,548 | $49,249+33.1% | $70,476-7.0% | $79,852-17.9% |
| Participation rate | 89.5% | 69.2%+20.3pp | 75.1%+14.4pp | 69.6%+19.8pp |
| Annual return | 11.54% | 30.09%-18.6pp | 109.12%-97.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $208 | $2,100-90.1% | $2,738-92.4% | $2,471-91.6% |
| Participant deferral / active EE | $2,414 | $2,769-12.8% | $3,710-34.9% | $3,740-35.5% |
| Admin fee / account holder | $1,763 | $2,878-38.8% | $3,847-54.2% | $5,306-66.8% |