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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 | $37,088 | $93,064-60.1% | $74,577-50.3% | $273,972-86.5% |
| Participation rate | 78.6% | 74.9%+3.6pp | 68.1%+10.5pp | 83.0%-4.4pp |
| Annual return | 4.41% | 26.18%-21.8pp | 20.47%-16.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $28 | $3,160-99.1% | $2,525-98.9% | $4,869-99.4% |
| Participant deferral / active EE | $1,160 | $4,160-72.1% | $3,458-66.5% | $5,287-78.1% |
| Admin fee / account holder | $15,656 | $5,273+196.9% | $4,138+278.3% | $10,133+54.5% |