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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 | $29,667 | $73,981-59.9% | $105,754-71.9% | $62,881-52.8% |
| Participation rate | 78.8% | 71.7%+7.1pp | 78.9%-0.1pp | 69.3%+9.5pp |
| Annual return | 7.19% | 17.60%-10.4pp | 12.25%-5.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $103 | $2,856-96.4% | $4,079-97.5% | $2,281-95.5% |
| Participant deferral / active EE | $2,412 | $4,038-40.3% | $5,326-54.7% | $3,203-24.7% |
| Admin fee / account holder | $6,618 | $5,976+10.7% | $8,309-20.4% | $4,296+54.1% |