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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 | $11,649 | $108,212-89.2% | $77,513-85.0% | $158,966-92.7% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 18.67% | 31.67%-13.0pp | 54.81%-36.1pp | 302.95%-284.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,388 | $2,455-43.5% | $1,861-25.4% | $5,983-76.8% |
| Admin fee / account holder | $1,252 | $3,709-66.3% | $2,859-56.2% | $11,250-88.9% |