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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 | $16,181 | $65,712-75.4% | $57,196-71.7% | $273,972-94.1% |
| Participation rate | 72.2% | 78.3%-6.1pp | 75.3%-3.1pp | 83.0%-10.8pp |
| Annual return | 7.35% | 22.01%-14.7pp | 14.59%-7.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $188 | $3,280-94.3% | $2,683-93.0% | $4,869-96.1% |
| Participant deferral / active EE | $863 | $3,782-77.2% | $3,096-72.1% | $5,287-83.7% |
| Admin fee / account holder | $2,082 | $4,838-57.0% | $3,141-33.7% | $10,133-79.5% |