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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 | $16,797 | $48,337-65.3% | $67,560-75.1% | $80,959-79.3% |
| Participation rate | 86.8% | 66.4%+20.4pp | 72.9%+13.9pp | 67.7%+19.2pp |
| Annual return | 21.02% | 18.26%+2.8pp | 3533.50%-3512.5pp | 35.67%-14.6pp |
| Employer contribution / active EE | $51 | $2,023-97.5% | $2,737-98.1% | $2,757-98.2% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $724 | $3,695-80.4% | $3,994-81.9% | $6,925-89.5% |