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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 | $93,345-42.1% | $119,126-54.6% | $87,485-38.2% |
| Participation rate | 78.4% | 68.7%+9.6pp | 75.8%+2.6pp | 68.9%+9.4pp |
| Annual return | 15.20% | 19.08%-3.9pp | 282.11%-266.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $399 | $3,172-87.4% | $4,034-90.1% | $2,596-84.6% |
| Participant deferral / active EE | $5,820 | $4,099+42.0% | $5,318+9.4% | $4,274+36.2% |
| Admin fee / account holder | $3,360 | $8,039-58.2% | $10,693-68.6% | $7,775-56.8% |