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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 | $31,072 | $69,977-55.6% | $108,582-71.4% | $62,881-50.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.52% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $384 | $2,135-82.0% | $3,758-89.8% | $2,281-83.2% |
| Participant deferral / active EE | $1,920 | $3,165-39.3% | $4,311-55.5% | $3,203-40.1% |
| Admin fee / account holder | $673 | $5,076-86.7% | $7,645-91.2% | $4,296-84.3% |