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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 | $35,382 | $56,894-37.8% | $84,753-58.3% | $62,881-43.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.55% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $300 | $2,400-87.5% | $3,574-91.6% | $2,281-86.9% |
| Participant deferral / active EE | $1,947 | $2,709-28.1% | $3,712-47.6% | $3,203-39.2% |
| Admin fee / account holder | $634 | $3,581-82.3% | $5,333-88.1% | $4,296-85.3% |