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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 | $15,514 | $104,650-85.2% | $83,854-81.5% | $155,188-90.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 10.19% | 28.97%-18.8pp | 31.39%-21.2pp | 148.84%-138.6pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,335 | $2,367-43.6% | $2,035-34.4% | $6,531-79.6% |
| Admin fee / account holder | $895 | $3,518-74.6% | $3,197-72.0% | $14,480-93.8% |