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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 | $66,277 | $67,411-1.7% | $91,004-27.2% | $70,126-5.5% |
| Participation rate | 71.4% | 71.4%+0.1pp | 75.6%-4.2pp | 69.5%+1.9pp |
| Annual return | 12.65% | -40.16%+52.8pp | 4.60%+8.1pp | 73.15%-60.5pp |
| Employer contribution / active EE | $193 | $1,786-89.2% | $2,456-92.1% | $2,343-91.7% |
| Participant deferral / active EE | $1,934 | $2,823-31.5% | $3,548-45.5% | $3,332-41.9% |
| Admin fee / account holder | $4,716 | $4,236+11.3% | $5,417-13.0% | $4,645+1.5% |