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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 | $78,251 | $73,981+5.8% | $105,754-26.0% | $62,881+24.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 6.82% | 17.60%-10.8pp | 12.25%-5.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $42 | $2,856-98.5% | $4,079-99.0% | $2,281-98.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,941 | $5,976-50.8% | $8,309-64.6% | $4,296-31.5% |