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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 | $17,408 | $63,845-72.7% | $81,370-78.6% | $80,959-78.5% |
| Participation rate | 82.9% | 63.9%+19.0pp | 69.5%+13.3pp | 67.7%+15.2pp |
| Annual return | 15.68% | 16.37%-0.7pp | 24.85%-9.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,245 | $3,093+101.9% | $3,885+60.7% | $4,300+45.2% |
| Admin fee / account holder | $834 | $5,688-85.3% | $5,749-85.5% | $6,925-88.0% |