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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 | $57,689 | $103,387-44.2% | $87,102-33.8% | $152,885-62.3% |
| Participation rate | 91.3% | 79.4%+12.0pp | 76.9%+14.4pp | 82.5%+8.9pp |
| Annual return | 18.58% | 28.10%-9.5pp | 28.19%-9.6pp | 345.39%-326.8pp |
| Employer contribution / active EE | $519 | $3,221-83.9% | $2,521-79.4% | $4,763-89.1% |
| Participant deferral / active EE | $2,600 | $4,778-45.6% | $4,048-35.8% | $5,851-55.6% |
| Admin fee / account holder | $3,572 | $12,193-70.7% | $7,491-52.3% | $11,598-69.2% |