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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 | $24,869 | $82,674-69.9% | $125,381-80.2% | $68,486-63.7% |
| Participation rate | 78.1% | 75.1%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | 5.10% | -5.97%+11.1pp | 572.31%-567.2pp | -7.85%+13.0pp |
| Employer contribution / active EE | $330 | $3,382-90.2% | $4,815-93.1% | $2,597-87.3% |
| Participant deferral / active EE | $8,266 | $6,111+35.3% | $7,448+11.0% | $4,028+105.2% |
| Admin fee / account holder | $4,234 | $6,277-32.5% | $10,007-57.7% | $5,404-21.6% |