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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 | $15,712 | $45,050-65.1% | $63,018-75.1% | $70,126-77.6% |
| Participation rate | 74.1% | 69.5%+4.6pp | 74.8%-0.7pp | 69.5%+4.5pp |
| Annual return | 16.00% | 18.76%-2.8pp | 87.62%-71.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $262 | $2,052-87.3% | $2,761-90.5% | $2,343-88.8% |
| Participant deferral / active EE | $1,247 | $2,466-49.4% | $3,330-62.5% | $3,332-62.6% |
| Admin fee / account holder | $663 | $2,834-76.6% | $3,601-81.6% | $4,645-85.7% |