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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 | $30,121 | $29,736+1.3% | $56,033-46.2% | $80,935-62.8% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.52% | 35.28%-18.8pp | 1711.38%-1694.9pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,872 | $1,228+133.8% | $1,954+47.0% | $4,299-33.2% |
| Admin fee / account holder | $1,199 | $2,434-50.7% | $2,827-57.6% | $6,924-82.7% |