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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 | $60,716 | $88,672-31.5% | $105,223-42.3% | $82,448-26.4% |
| Participation rate | 74.7% | 67.9%+6.8pp | 75.0%-0.3pp | 68.1%+6.6pp |
| Annual return | 13.71% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $544 | $3,048-82.1% | $3,689-85.2% | $2,551-78.7% |
| Participant deferral / active EE | $3,278 | $4,036-18.8% | $5,072-35.4% | $4,139-20.8% |
| Admin fee / account holder | $2,673 | $7,146-62.6% | $8,859-69.8% | $7,234-63.1% |