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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 | $19,169 | $92,798-79.3% | $96,707-80.2% | $137,256-86.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 16.28% | 31.24%-15.0pp | 34.78%-18.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $802 | $4,147-80.7% | $4,191-80.9% | $4,156-80.7% |
| Participant deferral / active EE | $1,473 | $5,877-74.9% | $5,997-75.4% | $6,407-77.0% |
| Admin fee / account holder | $1,314 | $7,946-83.5% | $7,503-82.5% | $12,270-89.3% |