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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 | $37,156-88.8% | $83,854-95.1% | $86,983-95.2% |
| Participation rate | 92.2% | 49.1%+43.1pp | 59.1%+33.0pp | 69.5%+22.6pp |
| Annual return | 24.62% | 29.88%-5.3pp | 31.39%-6.8pp | 25.83%-1.2pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,425 | $1,418+71.0% | $2,035+19.1% | $4,194-42.2% |
| Admin fee / account holder | $371 | $2,510-85.2% | $3,197-88.4% | $7,856-95.3% |