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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 | $7,446 | $57,590-87.1% | $86,233-91.4% | $82,448-91.0% |
| Participation rate | 87.0% | 57.9%+29.1pp | 69.0%+18.0pp | 68.1%+18.9pp |
| Annual return | 15.90% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,936 | $3,080-37.1% | $4,559-57.5% | $4,139-53.2% |
| Admin fee / account holder | $1,788 | $4,730-62.2% | $8,342-78.6% | $7,234-75.3% |