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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 | $20,471 | $58,851-65.2% | $115,170-82.2% | $72,983-72.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 20.59% | 23.16%-2.6pp | 35.60%-15.0pp | 81.01%-60.4pp |
| Employer contribution / active EE | $313 | $1,798-82.6% | $3,179-90.2% | $2,440-87.2% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $342 | $6,370-94.6% | $7,089-95.2% | $5,124-93.3% |