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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 | $16,752 | $59,839-72.0% | $81,991-79.6% | $79,852-79.0% |
| Participation rate | 87.9% | 61.6%+26.3pp | 69.3%+18.6pp | 69.6%+18.2pp |
| Annual return | 19.19% | 17.56%+1.6pp | 41.31%-22.1pp | 31.72%-12.5pp |
| Employer contribution / active EE | $94 | $1,713-94.5% | $2,498-96.2% | $2,471-96.2% |
| Participant deferral / active EE | $1,903 | $2,695-29.4% | $3,722-48.9% | $3,740-49.1% |
| Admin fee / account holder | $3,733 | $4,287-12.9% | $5,665-34.1% | $5,306-29.6% |