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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 | $46,921 | $110,137-57.4% | $161,149-70.9% | $82,637-43.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.53% | 20.69%-8.2pp | 21.16%-8.6pp | 53.51%-41.0pp |
| Employer contribution / active EE | $313 | $2,856-89.1% | $4,360-92.8% | $2,552-87.8% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,249 | $9,467-86.8% | $15,194-91.8% | $7,339-83.0% |