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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 | $25,158 | $71,353-64.7% | $92,805-72.9% | $86,983-71.1% |
| Participation rate | 88.5% | 80.9%+7.6pp | 83.5%+5.0pp | 69.5%+18.9pp |
| Annual return | 16.86% | 44.68%-27.8pp | 31.59%-14.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,572 | $6,966-34.4% | $8,448-45.9% | $4,194+9.0% |
| Admin fee / account holder | $557 | $6,099-90.9% | $10,911-94.9% | $7,856-92.9% |