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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 | $46,049 | $101,950-54.8% | $125,529-63.3% | $86,983-47.1% |
| Participation rate | 84.6% | 70.2%+14.5pp | 74.7%+9.9pp | 69.5%+15.1pp |
| Annual return | 12.69% | 18.29%-5.6pp | 202.56%-189.9pp | 25.83%-13.1pp |
| Employer contribution / active EE | $505 | $2,358-78.6% | $3,058-83.5% | $2,584-80.4% |
| Participant deferral / active EE | $2,484 | $3,862-35.7% | $4,813-48.4% | $4,194-40.8% |
| Admin fee / account holder | $2,564 | $12,791-80.0% | $16,298-84.3% | $7,856-67.4% |