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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 | $72,477 | $99,345-27.0% | $84,753-14.5% | $273,972-73.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.37% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $527 | $4,214-87.5% | $3,574-85.2% | $4,869-89.2% |
| Participant deferral / active EE | $7,395 | $4,270+73.2% | $3,712+99.2% | $5,287+39.9% |
| Admin fee / account holder | $1,656 | $6,645-75.1% | $5,333-68.9% | $10,133-83.7% |