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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 | $54,033 | $105,284-48.7% | $150,734-64.2% | $94,015-42.5% |
| Participation rate | 78.4% | 71.7%+6.6pp | 78.4%-0.1pp | 70.8%+7.6pp |
| Annual return | 15.20% | 15.67%-0.5pp | 600.81%-585.6pp | 17.84%-2.6pp |
| Employer contribution / active EE | $399 | $3,599-88.9% | $4,918-91.9% | $2,790-85.7% |
| Participant deferral / active EE | $5,820 | $4,274+36.2% | $5,610+3.8% | $4,249+37.0% |
| Admin fee / account holder | $3,360 | $9,839-65.9% | $14,905-77.5% | $8,951-62.5% |