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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 | $8,301 | $63,703-87.0% | $93,063-91.1% | $82,448-89.9% |
| Participation rate | 73.2% | 63.8%+9.4pp | 72.1%+1.1pp | 68.1%+5.2pp |
| Annual return | 24.45% | -775.43%+799.9pp | 34.15%-9.7pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,334 | $2,919+14.2% | $3,958-15.8% | $4,139-19.4% |
| Admin fee / account holder | $451 | $5,982-92.5% | $6,033-92.5% | $7,234-93.8% |