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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 | $48,450 | $172,111-71.8% | $150,298-67.8% | $137,256-64.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 15.15% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $387 | $4,636-91.7% | $4,154-90.7% | $4,156-90.7% |
| Participant deferral / active EE | $12,039 | $6,166+95.3% | $5,453+120.8% | $6,407+87.9% |
| Admin fee / account holder | $570 | $16,471-96.5% | $14,116-96.0% | $12,270-95.4% |