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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 | $27,519 | $78,690-65.0% | $161,489-83.0% | $87,485-68.5% |
| Participation rate | 87.9% | 67.5%+20.4pp | 78.7%+9.2pp | 68.9%+18.9pp |
| Annual return | 19.82% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,644 | $3,311+100.7% | $5,630+18.0% | $4,274+55.5% |
| Admin fee / account holder | $406 | $6,724-94.0% | $16,006-97.5% | $7,775-94.8% |