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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 | $23,646 | $43,730-45.9% | $121,220-80.5% | $64,173-63.2% |
| Participation rate | 92.6% | 58.3%+34.2pp | 71.8%+20.8pp | 69.6%+23.0pp |
| Annual return | 7.37% | 68.94%-61.6pp | 16.94%-9.6pp | 7.63%-0.3pp |
| Employer contribution / active EE | $217 | $1,297-83.3% | $4,023-94.6% | $2,381-90.9% |
| Participant deferral / active EE | $1,017 | $2,281-55.4% | $3,345-69.6% | $3,470-70.7% |
| Admin fee / account holder | $2,294 | $3,502-34.5% | $5,021-54.3% | $4,887-53.1% |