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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 | $22,881 | $84,236-72.8% | $170,435-86.6% | $70,126-67.4% |
| Participation rate | 93.2% | 70.8%+22.4pp | 83.6%+9.6pp | 69.5%+23.7pp |
| Annual return | 14.41% | 23.06%-8.7pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $64 | $3,387-98.1% | $5,432-98.8% | $2,343-97.3% |
| Participant deferral / active EE | $1,758 | $3,086-43.0% | $4,939-64.4% | $3,332-47.2% |
| Admin fee / account holder | $3,423 | $5,698-39.9% | $13,881-75.3% | $4,645-26.3% |