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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 | $52,811 | $81,358-35.1% | $155,556-66.1% | $80,959-34.8% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 17.55% | 33.39%-15.8pp | 64.84%-47.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $249 | $3,106-92.0% | $4,675-94.7% | $2,757-91.0% |
| Participant deferral / active EE | $5,953 | $3,455+72.3% | $5,631+5.7% | $4,300+38.4% |
| Admin fee / account holder | $784 | $7,994-90.2% | $15,885-95.1% | $6,925-88.7% |