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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 | $67,627 | $87,106-22.4% | $105,607-36.0% | $80,935-16.4% |
| Participation rate | 79.6% | 70.4%+9.2pp | 75.3%+4.4pp | 67.7%+12.0pp |
| Annual return | 18.01% | 17.01%+1.0pp | 116.11%-98.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $299 | $2,396-87.5% | $3,167-90.6% | $2,757-89.2% |
| Participant deferral / active EE | $11,725 | $3,986+194.2% | $5,011+134.0% | $4,299+172.7% |
| Admin fee / account holder | $20,663 | $8,447+144.6% | $10,958+88.6% | $6,924+198.4% |