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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 | $16,746 | $99,345-83.1% | $84,753-80.2% | $273,972-93.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.89% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $273 | $4,214-93.5% | $3,574-92.4% | $4,869-94.4% |
| Participant deferral / active EE | $1,182 | $4,270-72.3% | $3,712-68.2% | $5,287-77.6% |
| Admin fee / account holder | $4,332 | $6,645-34.8% | $5,333-18.8% | $10,133-57.3% |