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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 | $10,635 | $64,920-83.6% | $103,693-89.7% | $86,983-87.8% |
| Participation rate | 93.3% | 63.6%+29.7pp | 72.6%+20.7pp | 69.5%+23.8pp |
| Annual return | 19.59% | 30.29%-10.7pp | 47.61%-28.0pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,660 | $3,241-17.9% | $4,579-41.9% | $4,194-36.6% |
| Admin fee / account holder | $824 | $6,191-86.7% | $7,858-89.5% | $7,856-89.5% |