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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 | $70,919 | $106,267-33.3% | $96,520-26.5% | $139,456-49.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.96% | 38.45%-25.5pp | 35.72%-22.8pp | 373.45%-360.5pp |
| Employer contribution / active EE | $317 | $4,105-92.3% | $3,739-91.5% | $4,753-93.3% |
| Participant deferral / active EE | $1,552 | $5,454-71.6% | $4,879-68.2% | $6,711-76.9% |
| Admin fee / account holder | $833 | $7,882-89.4% | $6,733-87.6% | $11,407-92.7% |