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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 | $58,848-87.3% | $88,179-91.6% | $82,637-91.0% |
| Participation rate | 87.0% | 57.9%+29.1pp | 69.1%+17.9pp | 68.1%+19.0pp |
| Annual return | 15.90% | 22.76%-6.9pp | 64.97%-49.1pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,936 | $3,124-38.0% | $4,614-58.0% | $4,126-53.1% |
| Admin fee / account holder | $1,788 | $4,795-62.7% | $7,673-76.7% | $7,339-75.6% |