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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 | $37,120 | $94,031-60.5% | $115,768-67.9% | $82,448-55.0% |
| Participation rate | 78.8% | 70.4%+8.4pp | 74.4%+4.5pp | 68.1%+10.8pp |
| Annual return | 13.16% | 20.61%-7.4pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $529 | $2,323-77.3% | $2,940-82.0% | $2,551-79.3% |
| Participant deferral / active EE | $2,397 | $3,972-39.6% | $4,917-51.2% | $4,139-42.1% |
| Admin fee / account holder | $1,039 | $10,249-89.9% | $12,439-91.6% | $7,234-85.6% |