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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 | $42,274 | $57,828-26.9% | $117,039-63.9% | $70,126-39.7% |
| Participation rate | 95.6% | 67.1%+28.4pp | 77.2%+18.4pp | 69.5%+26.0pp |
| Annual return | 13.58% | 17.55%-4.0pp | 18.95%-5.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $477 | $1,816-73.7% | $3,785-87.4% | $2,343-79.6% |
| Participant deferral / active EE | $2,344 | $2,438-3.8% | $3,929-40.3% | $3,332-29.6% |
| Admin fee / account holder | $3,485 | $3,548-1.8% | $5,974-41.7% | $4,645-25.0% |