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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 | $7,842 | $63,354-87.6% | $94,105-91.7% | $82,637-90.5% |
| Participation rate | 89.6% | 63.8%+25.8pp | 71.9%+17.6pp | 68.1%+21.5pp |
| Annual return | 26.36% | 34.36%-8.0pp | 204.55%-178.2pp | 53.51%-27.1pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,562 | $2,873+24.0% | $3,881-8.2% | $4,126-13.7% |
| Admin fee / account holder | $816 | $5,073-83.9% | $6,199-86.8% | $7,339-88.9% |