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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 | $19,088 | $43,338-56.0% | $59,887-68.1% | $64,173-70.3% |
| Participation rate | 95.0% | 69.2%+25.8pp | 74.7%+20.3pp | 69.6%+25.4pp |
| Annual return | -3.58% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $84 | $2,030-95.9% | $2,722-96.9% | $2,381-96.5% |
| Participant deferral / active EE | $1,681 | $2,547-34.0% | $3,402-50.6% | $3,470-51.6% |
| Admin fee / account holder | $379 | $3,007-87.4% | $3,591-89.5% | $4,887-92.3% |