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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 | $21,528 | $77,638-72.3% | $156,551-86.2% | $62,881-65.8% |
| Participation rate | 80.6% | 71.2%+9.4pp | 84.0%-3.4pp | 69.3%+11.3pp |
| Annual return | 6.04% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,405 | $3,046-53.9% | $4,871-71.1% | $3,203-56.1% |
| Admin fee / account holder | $868 | $5,561-84.4% | $13,028-93.3% | $4,296-79.8% |