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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 | $14,171 | $106,267-86.7% | $96,520-85.3% | $139,456-89.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.83% | 38.45%-23.6pp | 35.72%-20.9pp | 373.45%-358.6pp |
| Employer contribution / active EE | $625 | $4,105-84.8% | $3,739-83.3% | $4,753-86.8% |
| Participant deferral / active EE | $1,843 | $5,454-66.2% | $4,879-62.2% | $6,711-72.5% |
| Admin fee / account holder | $890 | $7,882-88.7% | $6,733-86.8% | $11,407-92.2% |