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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 | $13,281 | $78,690-83.1% | $161,489-91.8% | $87,485-84.8% |
| Participation rate | 89.4% | 67.5%+21.9pp | 78.7%+10.7pp | 68.9%+20.4pp |
| Annual return | 23.98% | 32.74%-8.8pp | 89.72%-65.7pp | 26.06%-2.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,377 | $3,311+2.0% | $5,630-40.0% | $4,274-21.0% |
| Admin fee / account holder | $500 | $6,724-92.6% | $16,006-96.9% | $7,775-93.6% |