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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 | $81,276-74.8% | $155,574-86.8% | $80,925-74.6% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 12.81% | 33.36%-20.5pp | 64.87%-52.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,232 | $3,453+51.5% | $5,629-7.0% | $4,299+21.7% |
| Admin fee / account holder | $3,594 | $7,993-55.0% | $15,914-77.4% | $6,940-48.2% |