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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 | $214,071 | $88,707+141.3% | $74,184+188.6% | $273,972-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.31% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $27 | $3,159-99.1% | $2,370-98.9% | $4,869-99.4% |
| Participant deferral / active EE | $15,074 | $4,212+257.9% | $3,550+324.6% | $5,287+185.1% |
| Admin fee / account holder | $1,032 | $8,717-88.2% | $5,586-81.5% | $10,133-89.8% |