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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 | $28,003 | $64,311-56.5% | $57,356-51.2% | $125,389-77.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | 1.60% | 25.14%-23.5pp | 24.41%-22.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,671 | $3,846-56.5% | $3,162-47.1% | $5,352-68.8% |
| Admin fee / account holder | $575 | $5,243-89.0% | $3,357-82.9% | $9,541-94.0% |