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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 | $2,880 | $104,650-97.2% | $83,854-96.6% | $155,188-98.1% |
| Participation rate | 84.6% | 65.1%+19.5pp | 59.1%+25.5pp | 80.8%+3.8pp |
| Annual return | 11.42% | 28.97%-17.6pp | 31.39%-20.0pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,294 | $2,367-45.3% | $2,035-36.4% | $6,531-80.2% |
| Admin fee / account holder | $1,245 | $3,518-64.6% | $3,197-61.1% | $14,480-91.4% |