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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 | $14,241 | $45,050-68.4% | $63,018-77.4% | $70,126-79.7% |
| Participation rate | 96.8% | 69.5%+27.3pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 15.65% | 18.76%-3.1pp | 87.62%-72.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,027 | $2,466+63.3% | $3,330+21.0% | $3,332+20.9% |
| Admin fee / account holder | $3,516 | $2,834+24.1% | $3,601-2.4% | $4,645-24.3% |