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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 | $11,703 | $94,439-87.6% | $73,658-84.1% | $154,746-92.4% |
| Participation rate | 72.7% | 64.7%+8.1pp | 57.0%+15.7pp | 80.7%-8.0pp |
| Annual return | 20.67% | 28.25%-7.6pp | 29.72%-9.0pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,537 | $2,527+0.4% | $2,062+23.0% | $6,730-62.3% |
| Admin fee / account holder | $699 | $3,843-81.8% | $3,357-79.2% | $14,365-95.1% |