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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 | $63,703-81.0% | $93,063-87.0% | $82,448-85.3% |
| Participation rate | 84.0% | 63.8%+20.2pp | 72.1%+11.9pp | 68.1%+15.9pp |
| Annual return | 17.58% | -775.43%+793.0pp | 34.15%-16.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,905 | $2,919-0.5% | $3,958-26.6% | $4,139-29.8% |
| Admin fee / account holder | $467 | $5,982-92.2% | $6,033-92.3% | $7,234-93.5% |