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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 | $19,407 | $124,980-84.5% | $108,359-82.1% | $154,746-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.69% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $215 | $2,851-92.5% | $2,399-91.0% | $4,379-95.1% |
| Participant deferral / active EE | $2,998 | $4,743-36.8% | $4,137-27.5% | $6,730-55.5% |
| Admin fee / account holder | $458 | $11,502-96.0% | $9,741-95.3% | $14,365-96.8% |