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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 | $92,495 | $125,797-26.5% | $170,043-45.6% | $75,173+23.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.56% | 27.20%-10.6pp | 53.40%-36.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $22 | $4,616-99.5% | $6,790-99.7% | $2,671-99.2% |
| Participant deferral / active EE | $4,783 | $6,838-30.1% | $10,410-54.1% | $4,126+15.9% |
| Admin fee / account holder | $900 | $8,177-89.0% | $12,824-93.0% | $5,651-84.1% |