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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 | $20,688 | $65,712-68.5% | $57,196-63.8% | $273,972-92.4% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 6.67% | 22.01%-15.3pp | 14.59%-7.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,741 | $3,782-54.0% | $3,096-43.8% | $5,287-67.1% |
| Admin fee / account holder | $554 | $4,838-88.5% | $3,141-82.4% | $10,133-94.5% |