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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 | $39,886 | $46,534-14.3% | $64,097-37.8% | $75,177-46.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.91% | 26.07%-8.2pp | 33.75%-15.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $125 | $1,976-93.7% | $2,750-95.4% | $2,671-95.3% |
| Participant deferral / active EE | $2,579 | $2,835-9.0% | $3,881-33.6% | $4,126-37.5% |
| Admin fee / account holder | $442 | $2,957-85.0% | $3,070-85.6% | $5,651-92.2% |