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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 | $25,918 | $48,314-46.4% | $67,561-61.6% | $80,925-68.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.70% | 18.28%-5.6pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $177 | $2,022-91.2% | $2,735-93.5% | $2,756-93.6% |
| Participant deferral / active EE | $808 | $2,927-72.4% | $4,003-79.8% | $4,299-81.2% |
| Admin fee / account holder | $5,053 | $3,690+37.0% | $4,006+26.2% | $6,940-27.2% |