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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 | $22,736 | $71,215-68.1% | $93,696-75.7% | $80,935-71.9% |
| Participation rate | 79.2% | 60.4%+18.8pp | 68.7%+10.4pp | 67.7%+11.5pp |
| Annual return | 13.71% | 11.27%+2.4pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,717 | $4,037-57.5% | $4,417-61.1% | $4,299-60.1% |
| Admin fee / account holder | $721 | $6,958-89.6% | $8,287-91.3% | $6,924-89.6% |