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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 | $19,026 | $77,920-75.6% | $149,723-87.3% | $75,177-74.7% |
| Participation rate | 72.1% | 65.6%+6.5pp | 78.8%-6.7pp | 67.2%+4.9pp |
| Annual return | 19.93% | 31.72%-11.8pp | 134.50%-114.6pp | 160.75%-140.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,506 | $3,411-55.8% | $5,682-73.5% | $4,126-63.5% |
| Admin fee / account holder | $559 | $5,951-90.6% | $13,215-95.8% | $5,651-90.1% |