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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 | $42,045 | $89,364-53.0% | $141,177-70.2% | $72,983-42.4% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 25.00% | 111.86%-86.9pp | 71.40%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $606 | $3,115-80.5% | $4,736-87.2% | $2,440-75.2% |
| Participant deferral / active EE | $5,628 | $5,419+3.9% | $6,710-16.1% | $3,608+56.0% |
| Admin fee / account holder | $1,566 | $5,959-73.7% | $10,263-84.7% | $5,124-69.4% |