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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 | $9,295 | $61,125-84.8% | $94,057-90.1% | $87,485-89.4% |
| Participation rate | 90.0% | 64.1%+25.9pp | 73.3%+16.7pp | 68.9%+21.1pp |
| Annual return | 18.56% | 35.20%-16.6pp | 480.62%-462.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,189 | $3,260+89.9% | $4,709+31.4% | $4,274+44.8% |
| Admin fee / account holder | $1,555 | $5,629-72.4% | $7,244-78.5% | $7,775-80.0% |