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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 | $59,370 | $46,599+27.4% | $64,101-7.4% | $75,173-21.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.85% | 26.06%-13.2pp | 33.72%-20.9pp | 160.72%-147.9pp |
| Employer contribution / active EE | $117 | $1,975-94.1% | $2,749-95.8% | $2,671-95.6% |
| Participant deferral / active EE | $2,009 | $2,837-29.2% | $3,881-48.2% | $4,126-51.3% |
| Admin fee / account holder | $2,742 | $2,956-7.2% | $3,070-10.7% | $5,651-51.5% |