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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 | $6,173 | $88,996-93.1% | $78,004-92.1% | $138,895-95.6% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 10.50% | 28.03%-17.5pp | 31.07%-20.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,893 | $4,724-38.8% | $4,092-29.3% | $6,396-54.8% |
| Admin fee / account holder | $6,305 | $8,807-28.4% | $7,578-16.8% | $12,562-49.8% |