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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 | $10,489 | $78,690-86.7% | $161,489-93.5% | $87,485-88.0% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 20.19% | 32.74%-12.5pp | 89.72%-69.5pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,637 | $3,311+9.9% | $5,630-35.4% | $4,274-14.9% |
| Admin fee / account holder | $573 | $6,724-91.5% | $16,006-96.4% | $7,775-92.6% |