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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 | $3,870 | $94,439-95.9% | $73,658-94.7% | $154,746-97.5% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 12.40% | 28.25%-15.9pp | 29.72%-17.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $982 | $2,527-61.1% | $2,062-52.4% | $6,730-85.4% |
| Admin fee / account holder | $1,257 | $3,843-67.3% | $3,357-62.5% | $14,365-91.2% |