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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 | $40,875 | $181,062-77.4% | $158,223-74.2% | $155,188-73.7% |
| Participation rate | 95.2% | 82.7%+12.6pp | 79.2%+16.0pp | 80.8%+14.4pp |
| Annual return | 13.06% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.8pp |
| Employer contribution / active EE | $680 | $4,565-85.1% | $4,109-83.4% | $4,248-84.0% |
| Participant deferral / active EE | $2,006 | $6,134-67.3% | $5,467-63.3% | $6,531-69.3% |
| Admin fee / account holder | $12,221 | $18,825-35.1% | $16,047-23.8% | $14,480-15.6% |