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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 | $9,193 | $51,638-82.2% | $68,368-86.6% | $82,448-88.9% |
| Participation rate | 91.7% | 63.6%+28.1pp | 73.8%+17.9pp | 68.1%+23.6pp |
| Annual return | 24.52% | 37.53%-13.0pp | 292.57%-268.1pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,957 | $2,914+1.5% | $4,123-28.3% | $4,139-28.6% |
| Admin fee / account holder | $418 | $4,643-91.0% | $5,150-91.9% | $7,234-94.2% |