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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 | $9,218 | $108,882-91.5% | $96,754-90.5% | $154,746-94.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 21.05% | 98.39%-77.3pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,555 | $5,323-52.0% | $4,758-46.3% | $6,730-62.0% |
| Admin fee / account holder | $510 | $10,200-95.0% | $8,905-94.3% | $14,365-96.5% |