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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 | $39,457 | $67,602-41.6% | $82,312-52.1% | $70,126-43.7% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 19.17% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $255 | $1,755-85.5% | $2,428-89.5% | $2,343-89.1% |
| Participant deferral / active EE | $3,072 | $2,987+2.9% | $3,706-17.1% | $3,332-7.8% |
| Admin fee / account holder | $1,237 | $4,512-72.6% | $5,608-77.9% | $4,645-73.4% |