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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 | $37,156-70.5% | $83,854-86.9% | $86,983-87.4% |
| Participation rate | 93.5% | 49.1%+44.5pp | 59.1%+34.4pp | 69.5%+24.0pp |
| Annual return | 25.29% | 29.88%-4.6pp | 31.39%-6.1pp | 25.83%-0.5pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,565 | $1,418+433.6% | $2,035+271.7% | $4,194+80.4% |
| Admin fee / account holder | $5,514 | $2,510+119.7% | $3,197+72.5% | $7,856-29.8% |