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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 | $57,590-77.0% | $86,233-84.6% | $82,448-83.9% |
| Participation rate | 83.9% | 57.9%+26.0pp | 69.0%+14.9pp | 68.1%+15.8pp |
| Annual return | 15.26% | 22.41%-7.2pp | 61.39%-46.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,768 | $3,080+54.8% | $4,559+4.6% | $4,139+15.2% |
| Admin fee / account holder | $2,466 | $4,730-47.9% | $8,342-70.4% | $7,234-65.9% |