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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 | $58,258-83.6% | $81,820-88.3% | $80,925-88.2% |
| Participation rate | 80.6% | 63.5%+17.2pp | 72.4%+8.3pp | 67.7%+13.0pp |
| Annual return | 14.92% | 41.76%-26.8pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $161 | $2,345-93.1% | $2,915-94.5% | $2,756-94.2% |
| Participant deferral / active EE | $1,198 | $3,284-63.5% | $4,323-72.3% | $4,299-72.1% |
| Admin fee / account holder | $1,109 | $4,976-77.7% | $7,391-85.0% | $6,940-84.0% |