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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 | $37,156-78.3% | $83,854-90.4% | $86,983-90.7% |
| Participation rate | 87.1% | 49.1%+38.0pp | 59.1%+28.0pp | 69.5%+17.6pp |
| Annual return | 17.06% | 29.88%-12.8pp | 31.39%-14.3pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $618 | $1,418-56.4% | $2,035-69.6% | $4,194-85.3% |
| Admin fee / account holder | $364 | $2,510-85.5% | $3,197-88.6% | $7,856-95.4% |