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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 | $3,704 | $25,979-85.7% | $71,778-94.8% | $68,490-94.6% |
| Participation rate | 90.7% | 54.5%+36.2pp | 62.3%+28.4pp | 67.9%+22.8pp |
| Annual return | 1.57% | -15.10%+16.7pp | 9.15%-7.6pp | -7.85%+9.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,585 | $1,522+4.2% | $2,656-40.3% | $4,028-60.6% |
| Admin fee / account holder | $976 | $2,022-51.7% | $3,974-75.4% | $5,403-81.9% |