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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 | $58,400 | $73,978-21.1% | $96,515-39.5% | $75,173-22.3% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 34.15% | 26.72%+7.4pp | 35.73%-1.6pp | 160.72%-126.6pp |
| Employer contribution / active EE | $164 | $2,931-94.4% | $3,740-95.6% | $2,671-93.9% |
| Participant deferral / active EE | $2,723 | $3,660-25.6% | $4,880-44.2% | $4,126-34.0% |
| Admin fee / account holder | $545 | $5,219-89.5% | $6,735-91.9% | $5,651-90.3% |