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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 | $53,170 | $49,177+8.1% | $79,467-33.1% | $64,173-17.1% |
| Participation rate | 89.5% | 65.0%+24.4pp | 73.3%+16.1pp | 69.6%+19.9pp |
| Annual return | 10.64% | -1.16%+11.8pp | 718.30%-707.7pp | 7.63%+3.0pp |
| Employer contribution / active EE | $28 | $2,076-98.7% | $2,800-99.0% | $2,381-98.8% |
| Participant deferral / active EE | $1,365 | $2,821-51.6% | $3,704-63.2% | $3,470-60.7% |
| Admin fee / account holder | $7,026 | $3,839+83.0% | $5,104+37.7% | $4,887+43.8% |