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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 | $8,022 | $49,976-83.9% | $66,674-88.0% | $82,637-90.3% |
| Participation rate | 85.7% | 63.1%+22.6pp | 73.7%+12.0pp | 68.1%+17.7pp |
| Annual return | 17.40% | 39.09%-21.7pp | 321.24%-303.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,842 | $2,847-35.3% | $4,084-54.9% | $4,126-55.4% |
| Admin fee / account holder | $384 | $4,594-91.6% | $5,098-92.5% | $7,339-94.8% |