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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 | $11,664 | $57,990-79.9% | $76,284-84.7% | $80,874-85.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.2%+20.8pp | 67.6%+32.4pp |
| Annual return | 11.52% | 15.89%-4.4pp | 13.77%-2.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $771 | $3,565-78.4% | $4,585-83.2% | $2,756-72.0% |
| Participant deferral / active EE | $986 | $3,814-74.2% | $5,478-82.0% | $4,297-77.1% |
| Admin fee / account holder | $365 | $5,668-93.6% | $5,131-92.9% | $6,935-94.7% |