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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 | $32,491 | $181,896-82.1% | $156,551-79.2% | $273,972-88.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.50% | 30.74%-19.2pp | 32.23%-20.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $900 | $6,248-85.6% | $5,501-83.6% | $4,869-81.5% |
| Participant deferral / active EE | $2,207 | $5,550-60.2% | $4,871-54.7% | $5,287-58.3% |
| Admin fee / account holder | $894 | $15,560-94.3% | $13,028-93.1% | $10,133-91.2% |