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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 | $23,751 | $65,712-63.9% | $57,196-58.5% | $273,972-91.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.69% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $97 | $3,280-97.1% | $2,683-96.4% | $4,869-98.0% |
| Participant deferral / active EE | $4,300 | $3,782+13.7% | $3,096+38.9% | $5,287-18.7% |
| Admin fee / account holder | $648 | $4,838-86.6% | $3,141-79.4% | $10,133-93.6% |