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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 | $76,407-81.3% | $150,298-90.5% | $82,448-82.6% |
| Participation rate | 84.2% | 66.4%+17.8pp | 77.8%+6.5pp | 68.1%+16.1pp |
| Annual return | 19.56% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,139 | $3,214+59.9% | $5,453-5.8% | $4,139+24.1% |
| Admin fee / account holder | $1,644 | $6,352-74.1% | $14,116-88.4% | $7,234-77.3% |