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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 | $48,886 | $61,660-20.7% | $80,022-38.9% | $64,173-23.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.04% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $264 | $1,810-85.4% | $2,468-89.3% | $2,381-88.9% |
| Participant deferral / active EE | $1,385 | $2,968-53.3% | $3,686-62.4% | $3,470-60.1% |
| Admin fee / account holder | $651 | $5,417-88.0% | $6,521-90.0% | $4,887-86.7% |