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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 | $12,662 | $51,638-75.5% | $129,406-90.2% | $80,959-84.4% |
| Participation rate | 75.0% | 56.9%+18.1pp | 69.6%+5.4pp | 67.7%+7.3pp |
| Annual return | 16.37% | 20.78%-4.4pp | 9468.18%-9451.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,126 | $2,670+54.5% | $4,167-1.0% | $4,300-4.1% |
| Admin fee / account holder | $804 | $4,313-81.4% | $7,689-89.5% | $6,925-88.4% |