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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 | $48,337-46.4% | $67,560-61.6% | $80,959-68.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.70% | 18.26%-5.6pp | 3533.50%-3520.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $177 | $2,023-91.2% | $2,737-93.5% | $2,757-93.6% |
| Participant deferral / active EE | $808 | $2,928-72.4% | $4,004-79.8% | $4,300-81.2% |
| Admin fee / account holder | $5,053 | $3,695+36.7% | $3,994+26.5% | $6,925-27.0% |