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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 | $27,398 | $110,410-75.2% | $102,437-73.3% | $145,897-81.2% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 11.05% | 24.85%-13.8pp | 24.95%-13.9pp | 552.29%-541.2pp |
| Employer contribution / active EE | $625 | $4,217-85.2% | $3,871-83.9% | $4,663-86.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,884 | $9,745-70.4% | $8,388-65.6% | $13,390-78.5% |