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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 | $23,131 | $77,817-70.3% | $123,553-81.3% | $64,173-64.0% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -0.83% | 12.49%-13.3pp | 119.21%-120.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $480 | $3,014-84.1% | $4,628-89.6% | $2,381-79.8% |
| Participant deferral / active EE | $2,389 | $5,240-54.4% | $6,426-62.8% | $3,470-31.1% |
| Admin fee / account holder | $13,759 | $5,519+149.3% | $9,284+48.2% | $4,887+181.5% |