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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 | $65,298 | $110,240-40.8% | $96,544-32.4% | $139,487-53.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 19.16% | 26.41%-7.2pp | 25.88%-6.7pp | 373.84%-354.7pp |
| Employer contribution / active EE | $449 | $3,622-87.6% | $2,966-84.9% | $4,755-90.6% |
| Participant deferral / active EE | $1,931 | $5,549-65.2% | $4,851-60.2% | $6,713-71.2% |
| Admin fee / account holder | $1,853 | $11,602-84.0% | $8,254-77.5% | $11,407-83.8% |