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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 | $29,896 | $69,541-57.0% | $59,899-50.1% | $135,380-77.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | 4.86% | 7.95%-3.1pp | 3.46%+1.4pp | 519.81%-514.9pp |
| Employer contribution / active EE | $245 | $3,236-92.4% | $2,723-91.0% | $4,779-94.9% |
| Participant deferral / active EE | $1,681 | $4,206-60.0% | $3,402-50.6% | $5,609-70.0% |
| Admin fee / account holder | $13,857 | $5,737+141.5% | $3,592+285.7% | $10,828+28.0% |