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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 | $6,419 | $76,407-91.6% | $150,298-95.7% | $82,448-92.2% |
| Participation rate | 83.1% | 66.4%+16.7pp | 77.8%+5.3pp | 68.1%+15.0pp |
| Annual return | 22.04% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,855 | $3,214+19.9% | $5,453-29.3% | $4,139-6.9% |
| Admin fee / account holder | $603 | $6,352-90.5% | $14,116-95.7% | $7,234-91.7% |