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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 | $58,848-83.0% | $88,179-88.7% | $82,637-87.9% |
| Participation rate | 89.1% | 57.9%+31.2pp | 69.1%+20.0pp | 68.1%+21.1pp |
| Annual return | 19.59% | 22.76%-3.2pp | 64.97%-45.4pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,576 | $3,124+14.5% | $4,614-22.5% | $4,126-13.3% |
| Admin fee / account holder | $2,014 | $4,795-58.0% | $7,673-73.8% | $7,339-72.6% |