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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 | $13,241 | $60,442-78.1% | $96,754-86.3% | $87,485-84.9% |
| Participation rate | 83.9% | 58.7%+25.2pp | 70.3%+13.6pp | 68.9%+14.9pp |
| Annual return | 15.26% | 21.97%-6.7pp | 82.04%-66.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,768 | $3,280+45.4% | $4,758+0.2% | $4,274+11.6% |
| Admin fee / account holder | $2,466 | $5,069-51.4% | $8,905-72.3% | $7,775-68.3% |