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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 | $6,082 | $104,650-94.2% | $83,854-92.7% | $155,188-96.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 23.03% | 28.97%-5.9pp | 31.39%-8.4pp | 148.84%-125.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,140 | $2,367+32.6% | $2,035+54.3% | $6,531-51.9% |
| Admin fee / account holder | $321 | $3,518-90.9% | $3,197-90.0% | $14,480-97.8% |