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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 | $58,258-76.7% | $81,820-83.4% | $80,925-83.2% |
| Participation rate | 83.1% | 63.5%+19.6pp | 72.4%+10.7pp | 67.7%+15.4pp |
| Annual return | 11.00% | 41.76%-30.8pp | 777.93%-766.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,462 | $3,284-25.0% | $4,323-43.0% | $4,299-42.7% |
| Admin fee / account holder | $2,481 | $4,976-50.1% | $7,391-66.4% | $6,940-64.2% |