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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 | $11,424 | $112,729-89.9% | $98,716-88.4% | $137,256-91.7% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.3%+20.2pp | 80.0%+9.5pp |
| Annual return | 23.02% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,973 | $4,640-57.5% | $4,048-51.2% | $6,407-69.2% |
| Admin fee / account holder | $1,672 | $10,129-83.5% | $8,703-80.8% | $12,270-86.4% |