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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 | $11,891 | $43,344-72.6% | $59,899-80.1% | $64,173-81.5% |
| Participation rate | 76.9% | 69.2%+7.8pp | 74.7%+2.2pp | 69.6%+7.4pp |
| Annual return | 0.10% | -1.55%+1.7pp | 3.46%-3.4pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,164 | $2,547+102.7% | $3,402+51.8% | $3,470+48.8% |
| Admin fee / account holder | $7,231 | $3,008+140.4% | $3,592+101.3% | $4,887+48.0% |