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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 | $19,177 | $50,972-62.4% | $88,538-78.3% | $72,975-73.7% |
| Participation rate | 88.7% | 63.4%+25.3pp | 68.7%+20.0pp | 69.5%+19.2pp |
| Annual return | 21.33% | 29.62%-8.3pp | 43.64%-22.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,366 | $2,230-38.8% | $2,914-53.1% | $3,608-62.1% |
| Admin fee / account holder | $2,550 | $3,230-21.1% | $4,310-40.8% | $5,124-50.2% |