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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 | $9,228 | $45,872-79.9% | $77,096-88.0% | $68,486-86.5% |
| Participation rate | 91.7% | 55.9%+35.7pp | 67.9%+23.7pp | 67.9%+23.8pp |
| Annual return | 5.16% | 1.73%+3.4pp | 42.35%-37.2pp | -7.85%+13.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,815 | $2,963+231.3% | $4,429+121.6% | $4,028+143.7% |
| Admin fee / account holder | $1,176 | $3,041-61.3% | $5,428-78.3% | $5,404-78.2% |