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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 | $10,957 | $48,118-77.2% | $136,833-92.0% | $94,015-88.3% |
| Participation rate | 93.5% | 47.4%+46.2pp | 59.0%+34.5pp | 70.8%+22.7pp |
| Annual return | 25.29% | 14.65%+10.6pp | 35.32%-10.0pp | 17.84%+7.4pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,565 | $1,651+358.2% | $2,441+209.9% | $4,249+78.0% |
| Admin fee / account holder | $5,514 | $3,059+80.2% | $4,706+17.2% | $8,951-38.4% |