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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 | $8,431 | $57,140-85.2% | $85,240-90.1% | $80,959-89.6% |
| Participation rate | 82.1% | 56.4%+25.7pp | 67.5%+14.6pp | 67.7%+14.5pp |
| Annual return | 15.70% | 21.71%-6.0pp | 66.75%-51.0pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,909 | $3,115+57.6% | $4,527+8.4% | $4,300+14.2% |
| Admin fee / account holder | $992 | $4,992-80.1% | $6,165-83.9% | $6,925-85.7% |