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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 | $77,814-81.6% | $158,223-91.0% | $86,983-83.6% |
| Participation rate | 84.2% | 68.4%+15.8pp | 79.2%+5.0pp | 69.5%+14.7pp |
| Annual return | 19.56% | 30.54%-11.0pp | 52.09%-32.5pp | 25.83%-6.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,139 | $3,270+57.2% | $5,467-6.0% | $4,194+22.5% |
| Admin fee / account holder | $1,644 | $5,879-72.0% | $16,047-89.8% | $7,856-79.1% |