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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 | $72,482 | $73,978-2.0% | $96,515-24.9% | $75,173-3.6% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.7pp | 67.2%+25.8pp |
| Annual return | 15.71% | 26.72%-11.0pp | 35.73%-20.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $220 | $2,931-92.5% | $3,740-94.1% | $2,671-91.7% |
| Participant deferral / active EE | $2,607 | $3,660-28.8% | $4,880-46.6% | $4,126-36.8% |
| Admin fee / account holder | $987 | $5,219-81.1% | $6,735-85.4% | $5,651-82.5% |