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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 | $20,714 | $48,364-57.2% | $71,796-71.1% | $62,881-67.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.17% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $139 | $1,042-86.6% | $1,924-92.8% | $2,281-93.9% |
| Participant deferral / active EE | $2,390 | $2,091+14.3% | $2,794-14.5% | $3,203-25.4% |
| Admin fee / account holder | $1,840 | $3,771-51.2% | $4,815-61.8% | $4,296-57.2% |