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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 | $16,237 | $48,076-66.2% | $78,693-79.4% | $62,891-74.2% |
| Participation rate | 78.9% | 65.2%+13.7pp | 73.6%+5.3pp | 69.3%+9.6pp |
| Annual return | 9.81% | 31.35%-21.5pp | 62.18%-52.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $174 | $2,015-91.4% | $2,850-93.9% | $2,281-92.4% |
| Participant deferral / active EE | $3,043 | $2,588+17.6% | $3,517-13.5% | $3,203-5.0% |
| Admin fee / account holder | $1,936 | $3,207-39.6% | $4,511-57.1% | $4,296-54.9% |