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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 | $20,381 | $58,099-64.9% | $76,872-73.5% | $75,173-72.9% |
| Participation rate | 86.1% | 63.9%+22.2pp | 69.6%+16.5pp | 67.2%+18.9pp |
| Annual return | 14.48% | 26.71%-12.2pp | 37.90%-23.4pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,200 | $2,999-60.0% | $3,832-68.7% | $4,126-70.9% |
| Admin fee / account holder | $1,902 | $4,778-60.2% | $5,476-65.3% | $5,651-66.3% |