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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 | $42,841 | $106,749-59.9% | $145,433-70.5% | $82,448-48.0% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 16.35% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $564 | $3,444-83.6% | $4,554-87.6% | $2,551-77.9% |
| Participant deferral / active EE | $2,771 | $6,519-57.5% | $7,897-64.9% | $4,139-33.1% |
| Admin fee / account holder | $3,192 | $8,390-62.0% | $13,129-75.7% | $7,234-55.9% |