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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 | $13,801 | $54,763-74.8% | $90,324-84.7% | $72,976-81.1% |
| Participation rate | 96.4% | 65.2%+31.3pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 23.70% | 30.63%-6.9pp | 78.15%-54.4pp | 81.02%-57.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,461 | $2,887-49.4% | $3,885-62.4% | $3,608-59.5% |
| Admin fee / account holder | $1,297 | $3,973-67.4% | $5,356-75.8% | $5,124-74.7% |