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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 | $37,121 | $117,895-68.5% | $102,460-63.8% | $145,897-74.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 11.75% | 31.92%-20.2pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $733 | $3,619-79.8% | $3,025-75.8% | $4,663-84.3% |
| Participant deferral / active EE | $2,199 | $5,736-61.7% | $5,056-56.5% | $6,689-67.1% |
| Admin fee / account holder | $443 | $13,353-96.7% | $9,460-95.3% | $13,390-96.7% |