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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 | $11,864 | $75,541-84.3% | $152,093-92.2% | $82,637-85.6% |
| Participation rate | 91.8% | 66.5%+25.3pp | 77.8%+14.1pp | 68.1%+23.8pp |
| Annual return | 20.21% | 32.56%-12.3pp | 66.36%-46.1pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,486 | $3,206+8.8% | $5,451-36.0% | $4,126-15.5% |
| Admin fee / account holder | $837 | $6,405-86.9% | $14,497-94.2% | $7,339-88.6% |