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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 | $6,220 | $36,948-83.2% | $73,658-91.6% | $87,485-92.9% |
| Participation rate | 92.9% | 46.8%+46.0pp | 57.0%+35.8pp | 68.9%+23.9pp |
| Annual return | 17.80% | 28.64%-10.8pp | 29.72%-11.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,381 | $1,379+0.2% | $2,062-33.0% | $4,274-67.7% |
| Admin fee / account holder | $304 | $2,531-88.0% | $3,357-91.0% | $7,775-96.1% |