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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 | $57,061-85.2% | $85,063-90.1% | $80,911-89.6% |
| Participation rate | 82.1% | 56.3%+25.8pp | 67.5%+14.6pp | 67.6%+14.5pp |
| Annual return | 15.70% | 21.66%-6.0pp | 66.54%-50.8pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,909 | $3,110+57.8% | $4,523+8.5% | $4,297+14.2% |
| Admin fee / account holder | $992 | $4,986-80.1% | $6,155-83.9% | $6,935-85.7% |