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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 | $36,948-78.6% | $73,658-89.3% | $87,485-91.0% |
| Participation rate | 87.0% | 46.8%+40.2pp | 57.0%+30.0pp | 68.9%+18.1pp |
| Annual return | 37.26% | 28.64%+8.6pp | 29.72%+7.5pp | 26.06%+11.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,632 | $1,379+163.4% | $2,062+76.2% | $4,274-15.0% |
| Admin fee / account holder | $424 | $2,531-83.3% | $3,357-87.4% | $7,775-94.5% |