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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 | $20,400 | $45,041-54.7% | $63,003-67.6% | $70,131-70.9% |
| Participation rate | 97.1% | 69.5%+27.6pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 20.39% | 18.76%+1.6pp | 87.59%-67.2pp | 73.14%-52.8pp |
| Employer contribution / active EE | $62 | $2,052-97.0% | $2,760-97.8% | $2,342-97.4% |
| Participant deferral / active EE | $1,233 | $2,465-50.0% | $3,329-63.0% | $3,332-63.0% |
| Admin fee / account holder | $607 | $2,836-78.6% | $3,600-83.1% | $4,645-86.9% |