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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 | $25,254 | $65,361-61.4% | $92,903-72.8% | $72,983-65.4% |
| Participation rate | 80.6% | 68.3%+12.3pp | 76.0%+4.6pp | 69.5%+11.2pp |
| Annual return | 17.98% | 42.11%-24.1pp | 109.43%-91.5pp | 81.01%-63.0pp |
| Employer contribution / active EE | $2 | $2,594-99.9% | $3,653-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $1,573 | $3,128-49.7% | $4,238-62.9% | $3,608-56.4% |
| Admin fee / account holder | $5,199 | $4,251+22.3% | $5,795-10.3% | $5,124+1.5% |