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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 | $9,301 | $76,407-87.8% | $150,298-93.8% | $82,448-88.7% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 19.98% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,960 | $3,214-7.9% | $5,453-45.7% | $4,139-28.5% |
| Admin fee / account holder | $974 | $6,352-84.7% | $14,116-93.1% | $7,234-86.5% |