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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 | $15,918 | $94,439-83.1% | $73,658-78.4% | $154,746-89.7% |
| Participation rate | 78.6% | 64.7%+13.9pp | 57.0%+21.5pp | 80.7%-2.1pp |
| Annual return | 21.31% | 28.25%-6.9pp | 29.72%-8.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,488 | $2,527+196.3% | $2,062+263.2% | $6,730+11.3% |
| Admin fee / account holder | $1,157 | $3,843-69.9% | $3,357-65.5% | $14,365-91.9% |