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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 | $30,386 | $132,310-77.0% | $105,754-71.3% | $273,972-88.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.96% | 10.08%-4.1pp | 12.25%-6.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $668 | $4,867-86.3% | $4,079-83.6% | $4,869-86.3% |
| Participant deferral / active EE | $2,118 | $6,233-66.0% | $5,326-60.2% | $5,287-59.9% |
| Admin fee / account holder | $7,470 | $12,036-37.9% | $8,309-10.1% | $10,133-26.3% |