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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 | $47,686 | $43,338+10.0% | $59,887-20.4% | $64,173-25.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.18% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $222 | $2,030-89.1% | $2,722-91.8% | $2,381-90.7% |
| Participant deferral / active EE | $1,548 | $2,547-39.2% | $3,402-54.5% | $3,470-55.4% |
| Admin fee / account holder | $3,282 | $3,007+9.1% | $3,591-8.6% | $4,887-32.8% |