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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 | $8,198 | $63,703-87.1% | $93,063-91.2% | $82,448-90.1% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.1%+6.9pp |
| Annual return | 19.45% | -775.43%+794.9pp | 34.15%-14.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,069 | $2,919-29.1% | $3,958-47.7% | $4,139-50.0% |
| Admin fee / account holder | $438 | $5,982-92.7% | $6,033-92.7% | $7,234-93.9% |