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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 | $17,321 | $57,590-69.9% | $86,233-79.9% | $82,448-79.0% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.0%+11.0pp | 68.1%+11.9pp |
| Annual return | 17.99% | 22.41%-4.4pp | 61.39%-43.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,027 | $3,080+63.2% | $4,559+10.3% | $4,139+21.4% |
| Admin fee / account holder | $3,148 | $4,730-33.5% | $8,342-62.3% | $7,234-56.5% |