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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 | $14,599 | $78,690-81.4% | $161,489-91.0% | $87,485-83.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.61% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $261 | $2,588-89.9% | $4,268-93.9% | $2,596-89.9% |
| Participant deferral / active EE | $1,380 | $3,311-58.3% | $5,630-75.5% | $4,274-67.7% |
| Admin fee / account holder | $1,009 | $6,724-85.0% | $16,006-93.7% | $7,775-87.0% |