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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 | $14,646 | $53,841-72.8% | $75,731-80.7% | $85,851-82.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 28.36% | 24.54%+3.8pp | 104.65%-76.3pp | 318.63%-290.3pp |
| Employer contribution / active EE | $238 | $2,017-88.2% | $2,743-91.3% | $2,565-90.7% |
| Participant deferral / active EE | $1,254 | $2,895-56.7% | $3,820-67.2% | $3,952-68.3% |
| Admin fee / account holder | $565 | $3,340-83.1% | $3,620-84.4% | $6,261-91.0% |