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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 | $19,919 | $77,638-74.3% | $156,551-87.3% | $62,881-68.3% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | 7.96% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $313 | $3,444-90.9% | $5,501-94.3% | $2,281-86.3% |
| Participant deferral / active EE | $2,521 | $3,046-17.2% | $4,871-48.2% | $3,203-21.3% |
| Admin fee / account holder | $748 | $5,561-86.6% | $13,028-94.3% | $4,296-82.6% |