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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 | $17,992 | $77,638-76.8% | $156,551-88.5% | $62,881-71.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.93% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $360 | $3,444-89.5% | $5,501-93.5% | $2,281-84.2% |
| Participant deferral / active EE | $1,061 | $3,046-65.2% | $4,871-78.2% | $3,203-66.9% |
| Admin fee / account holder | $1,814 | $5,561-67.4% | $13,028-86.1% | $4,296-57.8% |