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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 | $61,125-82.6% | $94,057-88.7% | $87,485-87.8% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.3%+20.0pp | 68.9%+24.4pp |
| Annual return | 19.59% | 35.20%-15.6pp | 480.62%-461.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,660 | $3,260-18.4% | $4,709-43.5% | $4,274-37.8% |
| Admin fee / account holder | $824 | $5,629-85.4% | $7,244-88.6% | $7,775-89.4% |