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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 | $25,769 | $69,248-62.8% | $64,101-59.8% | $139,466-81.5% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.03% | 45.95%-33.9pp | 33.72%-21.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $187 | $3,185-94.1% | $2,749-93.2% | $4,754-96.1% |
| Participant deferral / active EE | $2,375 | $4,682-49.3% | $3,881-38.8% | $6,712-64.6% |
| Admin fee / account holder | $356 | $4,247-91.6% | $3,070-88.4% | $11,409-96.9% |