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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 | $14,483 | $54,297-73.3% | $97,032-85.1% | $65,306-77.8% |
| Participation rate | 74.5% | 42.3%+32.1pp | 71.6%+2.9pp | 57.7%+16.8pp |
| Annual return | 22.05% | 21.17%+0.9pp | 35.38%-13.3pp | 21.94%+0.1pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,629-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $7,357 | $2,259+225.7% | $4,672+57.5% | $2,959+148.6% |
| Admin fee / account holder | $3,068 | $3,744-18.1% | $9,418-67.4% | $3,480-11.8% |