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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 | $2,608 | $104,650-97.5% | $83,854-96.9% | $155,188-98.3% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.1%+26.6pp | 80.8%+4.9pp |
| Annual return | 18.50% | 28.97%-10.5pp | 31.39%-12.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,198 | $2,367-49.4% | $2,035-41.1% | $6,531-81.7% |
| Admin fee / account holder | $464 | $3,518-86.8% | $3,197-85.5% | $14,480-96.8% |