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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 | $33,013 | $157,829-79.1% | $136,867-75.9% | $198,609-83.4% |
| Participation rate | 76.9% | 77.2%-0.3pp | 74.5%+2.4pp | 82.4%-5.5pp |
| Annual return | 17.11% | 51.25%-34.1pp | 42.97%-25.9pp | 202.70%-185.6pp |
| Employer contribution / active EE | $639 | $3,923-83.7% | $3,547-82.0% | $5,055-87.4% |
| Participant deferral / active EE | $3,904 | $5,463-28.5% | $4,924-20.7% | $6,977-44.0% |
| Admin fee / account holder | $1,036 | $11,107-90.7% | $10,340-90.0% | $19,030-94.6% |