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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 | $72,839 | $111,814-34.9% | $103,374-29.5% | $145,959-50.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 9.54% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $607 | $4,214-85.6% | $3,869-84.3% | $4,661-87.0% |
| Participant deferral / active EE | $2,463 | $5,618-56.2% | $5,058-51.3% | $6,689-63.2% |
| Admin fee / account holder | $8,588 | $9,754-12.0% | $8,394+2.3% | $13,398-35.9% |