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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 | $66,165 | $67,411-1.8% | $91,004-27.3% | $70,126-5.6% |
| Participation rate | 86.4% | 71.4%+15.0pp | 75.6%+10.8pp | 69.5%+16.8pp |
| Annual return | 14.27% | -40.16%+54.4pp | 4.60%+9.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $254 | $1,786-85.8% | $2,456-89.6% | $2,343-89.1% |
| Participant deferral / active EE | $2,032 | $2,823-28.0% | $3,548-42.7% | $3,332-39.0% |
| Admin fee / account holder | $4,287 | $4,236+1.2% | $5,417-20.9% | $4,645-7.7% |