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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 | $17,480 | $59,440-70.6% | $78,004-77.6% | $82,637-78.8% |
| Participation rate | 79.4% | 62.8%+16.6pp | 69.4%+10.0pp | 68.1%+11.4pp |
| Annual return | 30.58% | 40.24%-9.7pp | 31.07%-0.5pp | 53.51%-22.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,924 | $3,138+184.3% | $4,092+118.1% | $4,126+116.3% |
| Admin fee / account holder | $2,987 | $5,504-45.7% | $7,578-60.6% | $7,339-59.3% |