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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 | $32,426 | $118,488-72.6% | $98,462-67.1% | $139,487-76.8% |
| Participation rate | 95.8% | 77.5%+18.4pp | 75.2%+20.7pp | 80.3%+15.5pp |
| Annual return | 17.35% | 18.96%-1.6pp | 21.17%-3.8pp | 373.84%-356.5pp |
| Employer contribution / active EE | $583 | $3,611-83.8% | $3,049-80.9% | $4,755-87.7% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $343 | $13,868-97.5% | $8,875-96.1% | $11,407-97.0% |