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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 | $55,265 | $84,236-34.4% | $170,435-67.6% | $70,126-21.2% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $195 | $3,387-94.2% | $5,432-96.4% | $2,343-91.7% |
| Participant deferral / active EE | $4,331 | $3,086+40.3% | $4,939-12.3% | $3,332+30.0% |
| Admin fee / account holder | $3,083 | $5,698-45.9% | $13,881-77.8% | $4,645-33.6% |