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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 | $13,600 | $58,311-76.7% | $81,882-83.4% | $80,959-83.2% |
| Participation rate | 83.1% | 63.5%+19.6pp | 72.4%+10.7pp | 67.7%+15.4pp |
| Annual return | 11.00% | 41.85%-30.8pp | 779.47%-768.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,462 | $3,287-25.1% | $4,323-43.1% | $4,300-42.7% |
| Admin fee / account holder | $2,481 | $4,752-47.8% | $7,360-66.3% | $6,925-64.2% |