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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 | $8,696 | $57,590-84.9% | $86,233-89.9% | $82,448-89.5% |
| Participation rate | 82.8% | 57.9%+24.9pp | 69.0%+13.7pp | 68.1%+14.7pp |
| Annual return | 17.40% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,108 | $3,080-31.6% | $4,559-53.8% | $4,139-49.1% |
| Admin fee / account holder | $472 | $4,730-90.0% | $8,342-94.3% | $7,234-93.5% |