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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 | $17,891 | $91,198-80.4% | $178,503-90.0% | $79,856-77.6% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 13.15% | 24.20%-11.0pp | 151.12%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,502 | $3,237+8.2% | $5,202-32.7% | $3,741-6.4% |
| Admin fee / account holder | $630 | $6,748-90.7% | $13,987-95.5% | $5,306-88.1% |