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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 | $14,306 | $75,541-81.1% | $152,093-90.6% | $82,637-82.7% |
| Participation rate | 84.2% | 66.5%+17.7pp | 77.8%+6.4pp | 68.1%+16.2pp |
| Annual return | 19.56% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,139 | $3,206+60.3% | $5,451-5.7% | $4,126+24.5% |
| Admin fee / account holder | $1,644 | $6,405-74.3% | $14,497-88.7% | $7,339-77.6% |