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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 | $25,412 | $106,749-76.2% | $145,433-82.5% | $82,448-69.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.87% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $538 | $3,444-84.4% | $4,554-88.2% | $2,551-78.9% |
| Participant deferral / active EE | $2,617 | $6,519-59.8% | $7,897-66.9% | $4,139-36.8% |
| Admin fee / account holder | $2,774 | $8,390-66.9% | $13,129-78.9% | $7,234-61.6% |