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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 | $60,053 | $50,958+17.8% | $74,552-19.4% | $64,181-6.4% |
| Participation rate | 94.3% | 61.1%+33.2pp | 69.1%+25.1pp | 69.6%+24.7pp |
| Annual return | 7.32% | -1.86%+9.2pp | 32.53%-25.2pp | 7.63%-0.3pp |
| Employer contribution / active EE | $191 | $1,115-82.8% | $1,961-90.2% | $2,381-92.0% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,622 | $4,223-14.2% | $5,060-28.4% | $4,887-25.9% |