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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 | $108,825-58.5% | $156,181-71.1% | $82,448-45.2% |
| Participation rate | 93.9% | 72.4%+21.5pp | 78.8%+15.0pp | 68.1%+25.8pp |
| Annual return | 17.36% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $419 | $2,870-85.4% | $4,294-90.2% | $2,551-83.6% |
| Participant deferral / active EE | $2,205 | $4,577-51.8% | $6,132-64.0% | $4,139-46.7% |
| Admin fee / account holder | $393 | $9,341-95.8% | $14,586-97.3% | $7,234-94.6% |