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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 | $17,494 | $90,486-80.7% | $78,676-77.8% | $273,972-93.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.53% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $513 | $3,901-86.9% | $3,517-85.4% | $5,287-90.3% |
| Admin fee / account holder | $780 | $5,263-85.2% | $4,510-82.7% | $10,133-92.3% |