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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 | $86,774 | $78,672+10.3% | $109,163-20.5% | $85,856+1.1% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 14.92% | 25.09%-10.2pp | 25.75%-10.8pp | 318.58%-303.7pp |
| Employer contribution / active EE | $327 | $2,734-88.0% | $3,723-91.2% | $2,565-87.2% |
| Participant deferral / active EE | $2,921 | $3,467-15.7% | $4,654-37.2% | $3,952-26.1% |
| Admin fee / account holder | $680 | $5,470-87.6% | $6,754-89.9% | $6,261-89.1% |