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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 | $51,638-82.0% | $68,368-86.4% | $82,448-88.7% |
| Participation rate | 90.0% | 63.6%+26.4pp | 73.8%+16.2pp | 68.1%+21.9pp |
| Annual return | 18.56% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,189 | $2,914+112.4% | $4,123+50.1% | $4,139+49.5% |
| Admin fee / account holder | $1,555 | $4,643-66.5% | $5,150-69.8% | $7,234-78.5% |