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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 | $18,051 | $77,638-76.7% | $156,551-88.5% | $62,881-71.3% |
| Participation rate | 75.3% | 71.2%+4.1pp | 84.0%-8.7pp | 69.3%+6.0pp |
| Annual return | 6.65% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,131 | $3,046-30.0% | $4,871-56.3% | $3,203-33.5% |
| Admin fee / account holder | $698 | $5,561-87.4% | $13,028-94.6% | $4,296-83.7% |