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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 | $16,200 | $46,534-65.2% | $64,097-74.7% | $75,177-78.5% |
| Participation rate | 87.2% | 65.9%+21.3pp | 72.3%+14.9pp | 67.2%+20.0pp |
| Annual return | 19.68% | 26.07%-6.4pp | 33.75%-14.1pp | 160.75%-141.1pp |
| Employer contribution / active EE | $289 | $1,976-85.3% | $2,750-89.5% | $2,671-89.2% |
| Participant deferral / active EE | $1,155 | $2,835-59.3% | $3,881-70.3% | $4,126-72.0% |
| Admin fee / account holder | $4,054 | $2,957+37.1% | $3,070+32.1% | $5,651-28.3% |