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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 | $9,040 | $111,535-91.9% | $105,223-91.4% | $137,256-93.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 18.58% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $692 | $3,939-82.4% | $3,689-81.3% | $4,156-83.4% |
| Participant deferral / active EE | $1,599 | $5,500-70.9% | $5,072-68.5% | $6,407-75.0% |
| Admin fee / account holder | $870 | $9,721-91.1% | $8,859-90.2% | $12,270-92.9% |