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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 | $5,027 | $51,638-90.3% | $68,368-92.6% | $82,448-93.9% |
| Participation rate | 76.9% | 63.6%+13.3pp | 73.8%+3.2pp | 68.1%+8.9pp |
| Annual return | 21.32% | 37.53%-16.2pp | 292.57%-271.3pp | 41.64%-20.3pp |
| Employer contribution / active EE | $252 | $2,047-87.7% | $2,649-90.5% | $2,551-90.1% |
| Participant deferral / active EE | $800 | $2,914-72.5% | $4,123-80.6% | $4,139-80.7% |
| Admin fee / account holder | $414 | $4,643-91.1% | $5,150-92.0% | $7,234-94.3% |