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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 | $12,981 | $49,255-73.6% | $70,494-81.6% | $79,856-83.7% |
| Participation rate | 87.0% | 69.2%+17.8pp | 75.1%+11.9pp | 69.6%+17.3pp |
| Annual return | 24.71% | 30.10%-5.4pp | 109.16%-84.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $230 | $2,100-89.0% | $2,738-91.6% | $2,471-90.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,237 | $2,879-22.3% | $3,848-41.9% | $5,306-57.8% |