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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 | $12,394 | $76,407-83.8% | $150,298-91.8% | $82,448-85.0% |
| Participation rate | 90.3% | 66.4%+23.9pp | 77.8%+12.6pp | 68.1%+22.3pp |
| Annual return | 32.56% | 39.99%-7.4pp | 62.79%-30.2pp | 41.64%-9.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,269 | $3,214+63.9% | $5,453-3.4% | $4,139+27.3% |
| Admin fee / account holder | $2,293 | $6,352-63.9% | $14,116-83.8% | $7,234-68.3% |