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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 | $76,407-86.3% | $150,298-93.0% | $82,448-87.3% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 20.19% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,637 | $3,214+13.1% | $5,453-33.3% | $4,139-12.1% |
| Admin fee / account holder | $573 | $6,352-91.0% | $14,116-95.9% | $7,234-92.1% |