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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 | $23,328 | $81,358-71.3% | $155,556-85.0% | $80,959-71.2% |
| Participation rate | 89.5% | 66.3%+23.2pp | 78.2%+11.2pp | 67.7%+21.8pp |
| Annual return | 14.41% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,323 | $3,455-3.8% | $5,631-41.0% | $4,300-22.7% |
| Admin fee / account holder | $901 | $7,994-88.7% | $15,885-94.3% | $6,925-87.0% |