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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 | $10,003 | $58,057-82.8% | $97,032-89.7% | $86,983-88.5% |
| Participation rate | 89.1% | 60.4%+28.8pp | 71.6%+17.6pp | 69.5%+19.6pp |
| Annual return | 19.59% | 22.26%-2.7pp | 35.38%-15.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,576 | $3,244+10.2% | $4,672-23.5% | $4,194-14.7% |
| Admin fee / account holder | $2,014 | $4,839-58.4% | $9,418-78.6% | $7,856-74.4% |