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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 | $45,212 | $110,137-58.9% | $161,149-71.9% | $82,637-45.3% |
| Participation rate | 93.9% | 72.4%+21.5pp | 78.8%+15.0pp | 68.1%+25.8pp |
| Annual return | 17.36% | 20.69%-3.3pp | 21.16%-3.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $419 | $2,856-85.3% | $4,360-90.4% | $2,552-83.6% |
| Participant deferral / active EE | $2,205 | $4,575-51.8% | $6,153-64.2% | $4,126-46.5% |
| Admin fee / account holder | $393 | $9,467-95.8% | $15,194-97.4% | $7,339-94.6% |