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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 | $4,013 | $37,156-89.2% | $83,854-95.2% | $86,983-95.4% |
| Participation rate | 80.0% | 49.1%+30.9pp | 59.1%+20.9pp | 69.5%+10.5pp |
| Annual return | 16.22% | 29.88%-13.7pp | 31.39%-15.2pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,422 | $1,418+0.3% | $2,035-30.1% | $4,194-66.1% |
| Admin fee / account holder | $323 | $2,510-87.1% | $3,197-89.9% | $7,856-95.9% |