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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 | $36,607 | $46,534-21.3% | $64,097-42.9% | $75,177-51.3% |
| Participation rate | 91.5% | 65.9%+25.5pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 25.20% | 26.07%-0.9pp | 33.75%-8.5pp | 160.75%-135.5pp |
| Employer contribution / active EE | $2 | $1,976-99.9% | $2,750-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $2,690 | $2,835-5.1% | $3,881-30.7% | $4,126-34.8% |
| Admin fee / account holder | $502 | $2,957-83.0% | $3,070-83.6% | $5,651-91.1% |