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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 | $20,515 | $81,331-74.8% | $155,534-86.8% | $80,935-74.7% |
| Participation rate | 89.7% | 66.3%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 12.81% | 33.37%-20.6pp | 64.92%-52.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,232 | $3,454+51.5% | $5,630-7.1% | $4,299+21.7% |
| Admin fee / account holder | $3,594 | $7,999-55.1% | $15,900-77.4% | $6,924-48.1% |