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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 | $10,367 | $10,263+1.0% | $154,472-93.3% | $10,263+1.0% |
| Participation rate | 97.6% | 98.8%-1.2pp | 99.5%-1.9pp | 98.8%-1.2pp |
| Annual return | 9.33% | 9.41%-0.1pp | 13.65%-4.3pp | 9.41%-0.1pp |
| Employer contribution / active EE | $432 | $16,120-97.3% | $4,756-90.9% | $16,120-97.3% |
| Participant deferral / active EE | $568 | $284+100.0% | $8,120-93.0% | $284+100.0% |
| Admin fee / account holder | $1,100 | $19,945-94.5% | $1,396-21.2% | $19,945-94.5% |