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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 | $34,790 | $39,132-11.1% | $57,196-39.2% | $62,881-44.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.21% | 9.24%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $329 | $1,874-82.5% | $2,683-87.7% | $2,281-85.6% |
| Participant deferral / active EE | $809 | $2,374-65.9% | $3,096-73.9% | $3,203-74.7% |
| Admin fee / account holder | $2,141 | $2,594-17.4% | $3,141-31.8% | $4,296-50.1% |