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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 | $55,066 | $225,135-75.5% | $123,894-55.6% | - |
| Participation rate | 87.9% | 69.5%+18.4pp | 81.4%+6.5pp | - |
| Annual return | 9.68% | 8.01%+1.7pp | 47.52%-37.8pp | - |
| Employer contribution / active EE | $3,084 | $2,580+19.6% | $4,617-33.2% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $1,039 | $19,833-94.8% | $8,357-87.6% | - |