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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 | $36,948-70.3% | $73,658-85.1% | $87,485-87.5% |
| Participation rate | 93.5% | 46.8%+46.7pp | 57.0%+36.5pp | 68.9%+24.6pp |
| Annual return | 25.29% | 28.64%-3.3pp | 29.72%-4.4pp | 26.06%-0.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,565 | $1,379+448.6% | $2,062+266.9% | $4,274+77.0% |
| Admin fee / account holder | $5,514 | $2,531+117.9% | $3,357+64.3% | $7,775-29.1% |