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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 | $44,178 | $111,785-60.5% | $93,669-52.8% | $145,877-69.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.69% | 203.79%-193.1pp | 133.59%-122.9pp | 551.28%-540.6pp |
| Employer contribution / active EE | $545 | $3,096-82.4% | $2,424-77.5% | $4,663-88.3% |
| Participant deferral / active EE | $2,379 | $4,919-51.6% | $4,416-46.1% | $6,691-64.4% |
| Admin fee / account holder | $780 | $10,256-92.4% | $8,291-90.6% | $13,402-94.2% |