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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 | $28,631 | $99,345-71.2% | $84,753-66.2% | $273,972-89.5% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 4.08% | 22.93%-18.9pp | 22.78%-18.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $596 | $4,214-85.9% | $3,574-83.3% | $4,869-87.8% |
| Participant deferral / active EE | $1,942 | $4,270-54.5% | $3,712-47.7% | $5,287-63.3% |
| Admin fee / account holder | $1,130 | $6,645-83.0% | $5,333-78.8% | $10,133-88.8% |