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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 | $32,556 | $106,749-69.5% | $145,433-77.6% | $82,448-60.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.45% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $305 | $3,444-91.2% | $4,554-93.3% | $2,551-88.1% |
| Participant deferral / active EE | $3,686 | $6,519-43.5% | $7,897-53.3% | $4,139-10.9% |
| Admin fee / account holder | $1,873 | $8,390-77.7% | $13,129-85.7% | $7,234-74.1% |