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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 | $4,523 | $36,948-87.8% | $73,658-93.9% | $87,485-94.8% |
| Participation rate | 81.5% | 46.8%+34.7pp | 57.0%+24.4pp | 68.9%+12.5pp |
| Annual return | 17.45% | 28.64%-11.2pp | 29.72%-12.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,041 | $1,379-24.5% | $2,062-49.5% | $4,274-75.6% |
| Admin fee / account holder | $540 | $2,531-78.6% | $3,357-83.9% | $7,775-93.0% |