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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 | $75,541-73.8% | $152,093-87.0% | $82,637-76.1% |
| Participation rate | 89.7% | 66.5%+23.1pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 16.97% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,701 | $3,206+171.4% | $5,451+59.6% | $4,126+110.9% |
| Admin fee / account holder | $2,291 | $6,405-64.2% | $14,497-84.2% | $7,339-68.8% |