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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 | $8,047 | $36,948-78.2% | $73,658-89.1% | $87,485-90.8% |
| Participation rate | 87.1% | 46.8%+40.3pp | 57.0%+30.1pp | 68.9%+18.2pp |
| Annual return | 17.06% | 28.64%-11.6pp | 29.72%-12.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $618 | $1,379-55.2% | $2,062-70.0% | $4,274-85.5% |
| Admin fee / account holder | $364 | $2,531-85.6% | $3,357-89.2% | $7,775-95.3% |