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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 | $19,797 | $45,050-56.1% | $63,018-68.6% | $70,126-71.8% |
| Participation rate | 72.3% | 69.5%+2.8pp | 74.8%-2.5pp | 69.5%+2.8pp |
| Annual return | 14.64% | 18.76%-4.1pp | 87.62%-73.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $308 | $2,052-85.0% | $2,761-88.9% | $2,343-86.9% |
| Participant deferral / active EE | $1,400 | $2,466-43.2% | $3,330-58.0% | $3,332-58.0% |
| Admin fee / account holder | $3,696 | $2,834+30.4% | $3,601+2.6% | $4,645-20.4% |