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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 | $17,539 | $124,980-86.0% | $108,359-83.8% | $154,746-88.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.88% | 45.00%-30.1pp | 36.89%-22.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $383 | $2,851-86.6% | $2,399-84.0% | $4,379-91.3% |
| Participant deferral / active EE | $1,531 | $4,743-67.7% | $4,137-63.0% | $6,730-77.2% |
| Admin fee / account holder | $1,605 | $11,502-86.0% | $9,741-83.5% | $14,365-88.8% |