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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 | $10,819 | $78,690-86.3% | $161,489-93.3% | $87,485-87.6% |
| Participation rate | 84.0% | 67.5%+16.5pp | 78.7%+5.3pp | 68.9%+15.1pp |
| Annual return | 21.20% | 32.74%-11.5pp | 89.72%-68.5pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,852 | $3,311-13.9% | $5,630-49.3% | $4,274-33.3% |
| Admin fee / account holder | $1,086 | $6,724-83.9% | $16,006-93.2% | $7,775-86.0% |