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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 | $22,088 | $99,875-77.9% | $146,866-85.0% | $86,983-74.6% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 18.10% | 28.10%-10.0pp | 102.85%-84.8pp | 25.83%-7.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,770 | $6,322-24.6% | $7,759-38.5% | $4,194+13.7% |
| Admin fee / account holder | $462 | $7,838-94.1% | $13,620-96.6% | $7,856-94.1% |