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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 | $45,312-68.0% | $86,233-83.2% | $67,986-78.7% |
| Participation rate | 74.5% | 42.4%+32.0pp | 69.0%+5.4pp | 57.2%+17.3pp |
| Annual return | 22.05% | 24.79%-2.7pp | 61.39%-39.3pp | 31.67%-9.6pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,357 | $2,185+236.8% | $4,559+61.4% | $3,358+119.1% |
| Admin fee / account holder | $3,068 | $3,295-6.9% | $8,342-63.2% | $3,203-4.2% |