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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 | $10,551 | $47,479-77.8% | $62,929-83.2% | $82,448-87.2% |
| Participation rate | 86.7% | 66.9%+19.8pp | 73.1%+13.6pp | 68.1%+18.6pp |
| Annual return | 13.58% | 20.34%-6.8pp | 1063.93%-1050.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,761 | $2,870-38.7% | $3,888-54.7% | $4,139-57.5% |
| Admin fee / account holder | $4,312 | $3,804+13.4% | $5,065-14.9% | $7,234-40.4% |