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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 | $18,068 | $77,920-76.8% | $149,723-87.9% | $75,177-76.0% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.4pp | 67.2%+26.0pp |
| Annual return | 14.45% | 31.72%-17.3pp | 134.50%-120.0pp | 160.75%-146.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,675 | $3,411-21.6% | $5,682-52.9% | $4,126-35.2% |
| Admin fee / account holder | $7,010 | $5,951+17.8% | $13,215-47.0% | $5,651+24.0% |