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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 | $35,670 | $136,307-73.8% | $106,619-66.5% | $273,972-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 12.54% | 11.05%+1.5pp | 9.42%+3.1pp | 41.46%-28.9pp |
| Employer contribution / active EE | $541 | $5,190-89.6% | $3,947-86.3% | $4,869-88.9% |
| Participant deferral / active EE | $8,000 | $4,969+61.0% | $3,930+103.6% | $5,287+51.3% |
| Admin fee / account holder | $303 | $8,625-96.5% | $6,418-95.3% | $10,133-97.0% |