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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 | $12,845 | $77,416-83.4% | $69,464-81.5% | $152,897-91.6% |
| Participation rate | 76.5% | 78.1%-1.6pp | 74.6%+1.9pp | 82.5%-6.0pp |
| Annual return | 14.45% | 39.08%-24.6pp | 28.98%-14.5pp | 345.43%-331.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,589 | $4,413-64.0% | $3,536-55.1% | $5,851-72.8% |
| Admin fee / account holder | $1,337 | $6,208-78.5% | $3,840-65.2% | $11,599-88.5% |