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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 | $26,671 | $26,972-1.1% | $33,705-20.9% | $26,972-1.1% |
| Participation rate | 100.0% | 99.6%+0.4pp | 91.5%+8.5pp | 99.6%+0.4pp |
| Annual return | 9.13% | 6.65%+2.5pp | -1.51%+10.6pp | 6.65%+2.5pp |
| Employer contribution / active EE | $1,701 | $12,629-86.5% | $3,198-46.8% | $12,629-86.5% |
| Participant deferral / active EE | $1,701 | $728+133.5% | $2,369-28.2% | $728+133.5% |
| Admin fee / account holder | $564 | $4,261-86.8% | $728-22.5% | $4,261-86.8% |