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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 | $5,627 | $37,156-84.9% | $83,854-93.3% | $86,983-93.5% |
| Participation rate | 84.8% | 49.1%+35.8pp | 59.1%+25.7pp | 69.5%+15.3pp |
| Annual return | 18.54% | 29.88%-11.3pp | 31.39%-12.9pp | 25.83%-7.3pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,766 | $1,418+24.5% | $2,035-13.2% | $4,194-57.9% |
| Admin fee / account holder | $338 | $2,510-86.5% | $3,197-89.4% | $7,856-95.7% |