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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 | $24,692 | $181,062-86.4% | $158,223-84.4% | $155,188-84.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 12.54% | 57.39%-44.8pp | 52.09%-39.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $421 | $4,565-90.8% | $4,109-89.7% | $4,248-90.1% |
| Participant deferral / active EE | $2,319 | $6,134-62.2% | $5,467-57.6% | $6,531-64.5% |
| Admin fee / account holder | $3,205 | $18,825-83.0% | $16,047-80.0% | $14,480-77.9% |