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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 | $20,089 | $37,446-46.4% | $77,552-74.1% | $79,856-74.8% |
| Participation rate | 89.5% | 41.5%+47.9pp | 54.2%+35.3pp | 69.6%+19.8pp |
| Annual return | 16.53% | 39.76%-23.2pp | 54.82%-38.3pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $722 | $1,261-42.8% | $1,861-61.2% | $3,741-80.7% |
| Admin fee / account holder | $2,731 | $2,506+9.0% | $2,859-4.5% | $5,306-48.5% |