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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 | $10,636 | $73,848-85.6% | $143,799-92.6% | $68,486-84.5% |
| Participation rate | 78.1% | 66.7%+11.5pp | 80.3%-2.2pp | 67.9%+10.2pp |
| Annual return | 24.96% | 0.91%+24.0pp | -0.04%+25.0pp | -7.85%+32.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,270 | $3,385+55.7% | $5,638-6.5% | $4,028+30.8% |
| Admin fee / account holder | $4,275 | $5,755-25.7% | $14,677-70.9% | $5,404-20.9% |