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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 | $11,703 | $104,650-88.8% | $83,854-86.0% | $155,188-92.5% |
| Participation rate | 72.7% | 65.1%+7.6pp | 59.1%+13.6pp | 80.8%-8.1pp |
| Annual return | 20.67% | 28.97%-8.3pp | 31.39%-10.7pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,537 | $2,367+7.2% | $2,035+24.6% | $6,531-61.2% |
| Admin fee / account holder | $699 | $3,518-80.1% | $3,197-78.1% | $14,480-95.2% |