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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 | $9,536 | $58,311-83.6% | $81,882-88.4% | $80,959-88.2% |
| Participation rate | 80.6% | 63.5%+17.2pp | 72.4%+8.3pp | 67.7%+13.0pp |
| Annual return | 14.92% | 41.85%-26.9pp | 779.47%-764.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $161 | $2,347-93.2% | $2,916-94.5% | $2,757-94.2% |
| Participant deferral / active EE | $1,198 | $3,287-63.5% | $4,323-72.3% | $4,300-72.1% |
| Admin fee / account holder | $1,109 | $4,752-76.7% | $7,360-84.9% | $6,925-84.0% |