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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 | $34,318 | $106,749-67.9% | $145,433-76.4% | $82,448-58.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 28.57% | 27.59%+1.0pp | 66.58%-38.0pp | 41.64%-13.1pp |
| Employer contribution / active EE | $441 | $3,444-87.2% | $4,554-90.3% | $2,551-82.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $450 | $8,390-94.6% | $13,129-96.6% | $7,234-93.8% |