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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 | $63,070 | $78,672-19.8% | $109,163-42.2% | $85,856-26.5% |
| Participation rate | 96.4% | 68.3%+28.2pp | 75.9%+20.5pp | 69.3%+27.1pp |
| Annual return | 21.66% | 25.09%-3.4pp | 25.75%-4.1pp | 318.58%-296.9pp |
| Employer contribution / active EE | $216 | $2,734-92.1% | $3,723-94.2% | $2,565-91.6% |
| Participant deferral / active EE | $2,526 | $3,467-27.1% | $4,654-45.7% | $3,952-36.1% |
| Admin fee / account holder | $565 | $5,470-89.7% | $6,754-91.6% | $6,261-91.0% |