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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 | $23,038 | $24,209-4.8% | $74,311-69.0% | $24,209-4.8% |
| Participation rate | 94.9% | 93.3%+1.6pp | 87.6%+7.3pp | 93.3%+1.6pp |
| Annual return | 1.47% | 3.91%-2.4pp | 4.31%-2.8pp | 3.91%-2.4pp |
| Employer contribution / active EE | $1,495 | $8,642-82.7% | $2,395-37.6% | $8,642-82.7% |
| Participant deferral / active EE | $1,495 | $960+55.7% | $2,375-37.1% | $960+55.7% |
| Admin fee / account holder | $1,681 | $1,157+45.3% | $1,545+8.8% | $1,157+45.3% |