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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 | $7,911 | $37,156-78.7% | $83,854-90.6% | $86,983-90.9% |
| Participation rate | 87.0% | 49.1%+38.0pp | 59.1%+27.9pp | 69.5%+17.5pp |
| Annual return | 37.26% | 29.88%+7.4pp | 31.39%+5.9pp | 25.83%+11.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,632 | $1,418+156.2% | $2,035+78.5% | $4,194-13.4% |
| Admin fee / account holder | $424 | $2,510-83.1% | $3,197-86.7% | $7,856-94.6% |