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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 | $7,960 | $99,053-92.0% | $88,179-91.0% | $138,895-94.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 21.10% | 78.17%-57.1pp | 64.97%-43.9pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,936 | $5,225-43.8% | $4,614-36.4% | $6,396-54.1% |
| Admin fee / account holder | $784 | $8,748-91.0% | $7,673-89.8% | $12,562-93.8% |