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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 | $13,995 | $45,050-68.9% | $63,018-77.8% | $70,126-80.0% |
| Participation rate | 97.5% | 69.5%+28.0pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 14.93% | 18.76%-3.8pp | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,296 | $2,466-47.4% | $3,330-61.1% | $3,332-61.1% |
| Admin fee / account holder | $733 | $2,834-74.1% | $3,601-79.6% | $4,645-84.2% |