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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 | $3,184 | $104,650-97.0% | $83,854-96.2% | $155,188-97.9% |
| Participation rate | 71.4% | 65.1%+6.4pp | 59.1%+12.3pp | 80.8%-9.4pp |
| Annual return | 24.06% | 28.97%-4.9pp | 31.39%-7.3pp | 148.84%-124.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,704 | $2,367-28.0% | $2,035-16.3% | $6,531-73.9% |
| Admin fee / account holder | $838 | $3,518-76.2% | $3,197-73.8% | $14,480-94.2% |