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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 | $28,308 | $49,280-42.6% | $67,313-57.9% | $64,173-55.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.23% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $264 | $1,668-84.2% | $2,566-89.7% | $2,381-88.9% |
| Participant deferral / active EE | $2,662 | $2,484+7.1% | $3,568-25.4% | $3,470-23.3% |
| Admin fee / account holder | $418 | $3,863-89.2% | $4,507-90.7% | $4,887-91.4% |