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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 | $12,124 | $73,107-83.4% | $114,563-89.4% | $87,485-86.1% |
| Participation rate | 84.0% | 65.8%+18.2pp | 72.9%+11.1pp | 68.9%+15.1pp |
| Annual return | 17.58% | 19.47%-1.9pp | 241.09%-223.5pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,905 | $3,144-7.6% | $4,142-29.9% | $4,274-32.0% |
| Admin fee / account holder | $467 | $5,770-91.9% | $7,623-93.9% | $7,775-94.0% |