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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 | $19,764 | $77,814-74.6% | $158,223-87.5% | $86,983-77.3% |
| Participation rate | 89.7% | 68.4%+21.2pp | 79.2%+10.5pp | 69.5%+20.1pp |
| Annual return | 16.97% | 30.54%-13.6pp | 52.09%-35.1pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,701 | $3,270+166.1% | $5,467+59.2% | $4,194+107.5% |
| Admin fee / account holder | $2,291 | $5,879-61.0% | $16,047-85.7% | $7,856-70.8% |