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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 | $4,150 | $36,948-88.8% | $73,658-94.4% | $87,485-95.3% |
| Participation rate | 92.2% | 46.8%+45.3pp | 57.0%+35.1pp | 68.9%+23.2pp |
| Annual return | 24.62% | 28.64%-4.0pp | 29.72%-5.1pp | 26.06%-1.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,425 | $1,379+75.8% | $2,062+17.6% | $4,274-43.3% |
| Admin fee / account holder | $371 | $2,531-85.3% | $3,357-88.9% | $7,775-95.2% |