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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 | $18,496 | $77,449-76.1% | $69,483-73.4% | $152,909-87.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 26.73% | 39.09%-12.4pp | 28.99%-2.3pp | 345.46%-318.7pp |
| Employer contribution / active EE | $360 | $3,316-89.1% | $2,780-87.1% | $4,764-92.4% |
| Participant deferral / active EE | $1,475 | $4,415-66.6% | $3,537-58.3% | $5,851-74.8% |
| Admin fee / account holder | $1,376 | $6,210-77.8% | $3,841-64.2% | $11,601-88.1% |