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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 | $11,608 | $48,314-76.0% | $67,561-82.8% | $80,925-85.7% |
| Participation rate | 93.5% | 66.4%+27.2pp | 72.9%+20.6pp | 67.7%+25.9pp |
| Annual return | 15.98% | 18.28%-2.3pp | 3525.44%-3509.5pp | 35.65%-19.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,314 | $2,927+47.4% | $4,003+7.8% | $4,299+0.4% |
| Admin fee / account holder | $710 | $3,690-80.7% | $4,006-82.3% | $6,940-89.8% |