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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 | $31,005 | $45,087-31.2% | $69,483-55.4% | $72,976-57.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.95% | 22.67%-7.7pp | 28.99%-14.0pp | 81.02%-66.1pp |
| Employer contribution / active EE | $47 | $2,055-97.7% | $2,780-98.3% | $2,440-98.1% |
| Participant deferral / active EE | $2,354 | $2,603-9.6% | $3,537-33.4% | $3,608-34.7% |
| Admin fee / account holder | $556 | $3,057-81.8% | $3,841-85.5% | $5,124-89.1% |