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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 | $3,100 | $37,156-91.7% | $83,854-96.3% | $86,983-96.4% |
| Participation rate | 93.3% | 49.1%+44.3pp | 59.1%+34.2pp | 69.5%+23.8pp |
| Annual return | 16.12% | 29.88%-13.8pp | 31.39%-15.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,041 | $1,418-26.6% | $2,035-48.9% | $4,194-75.2% |
| Admin fee / account holder | $704 | $2,510-72.0% | $3,197-78.0% | $7,856-91.0% |