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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 | $16,061 | $81,358-80.3% | $155,556-89.7% | $80,959-80.2% |
| Participation rate | 84.8% | 66.3%+18.6pp | 78.2%+6.6pp | 67.7%+17.2pp |
| Annual return | 11.64% | 33.39%-21.7pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,672 | $3,455+122.0% | $5,631+36.2% | $4,300+78.4% |
| Admin fee / account holder | $1,176 | $7,994-85.3% | $15,885-92.6% | $6,925-83.0% |