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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 | $15,917 | $106,247-85.0% | $96,515-83.5% | $139,466-88.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 23.47% | 38.47%-15.0pp | 35.73%-12.3pp | 373.66%-350.2pp |
| Employer contribution / active EE | $289 | $4,106-93.0% | $3,740-92.3% | $4,754-93.9% |
| Participant deferral / active EE | $2,889 | $5,456-47.0% | $4,880-40.8% | $6,712-57.0% |
| Admin fee / account holder | $375 | $7,885-95.2% | $6,735-94.4% | $11,409-96.7% |