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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 | $75,541-85.7% | $152,093-92.9% | $82,637-86.9% |
| Participation rate | 84.0% | 66.5%+17.5pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 21.20% | 32.56%-11.4pp | 66.36%-45.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,852 | $3,206-11.0% | $5,451-47.7% | $4,126-30.9% |
| Admin fee / account holder | $1,086 | $6,405-83.0% | $14,497-92.5% | $7,339-85.2% |