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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 | $63,917 | $69,444-8.0% | $92,985-31.3% | $87,485-26.9% |
| Participation rate | 84.9% | 63.3%+21.6pp | 69.5%+15.4pp | 68.9%+16.0pp |
| Annual return | 16.09% | 23.85%-7.8pp | 27.99%-11.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $4 | $1,917-99.8% | $2,662-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $3,440 | $3,364+2.3% | $4,377-21.4% | $4,274-19.5% |
| Admin fee / account holder | $869 | $6,137-85.8% | $9,463-90.8% | $7,775-88.8% |