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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 | $64,372 | $135,956-52.7% | $123,894-48.0% | $273,972-76.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $493 | $5,170-90.5% | $4,617-89.3% | $4,869-89.9% |
| Participant deferral / active EE | $3,826 | $6,343-39.7% | $5,984-36.1% | $5,287-27.6% |
| Admin fee / account holder | $1,926 | $9,817-80.4% | $8,357-76.9% | $10,133-81.0% |