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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 | $76,407-85.8% | $150,298-92.8% | $82,448-86.9% |
| Participation rate | 84.0% | 66.4%+17.6pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 21.20% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,852 | $3,214-11.3% | $5,453-47.7% | $4,139-31.1% |
| Admin fee / account holder | $1,086 | $6,352-82.9% | $14,116-92.3% | $7,234-85.0% |