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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 | $31,091 | $96,508-67.8% | $75,901-59.0% | $152,897-79.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.5%+0.9pp |
| Annual return | 16.35% | 33.99%-17.6pp | 30.76%-14.4pp | 345.43%-329.1pp |
| Employer contribution / active EE | $246 | $3,310-92.6% | $2,501-90.2% | $4,764-94.8% |
| Participant deferral / active EE | $2,917 | $4,554-35.9% | $3,603-19.1% | $5,851-50.1% |
| Admin fee / account holder | $11,837 | $8,081+46.5% | $5,420+118.4% | $11,599+2.0% |