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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 | $7,313 | $76,407-90.4% | $150,298-95.1% | $82,448-91.1% |
| Participation rate | 80.7% | 66.4%+14.3pp | 77.8%+2.9pp | 68.1%+12.6pp |
| Annual return | 23.42% | 39.99%-16.6pp | 62.79%-39.4pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,492 | $3,214+8.6% | $5,453-36.0% | $4,139-15.6% |
| Admin fee / account holder | $532 | $6,352-91.6% | $14,116-96.2% | $7,234-92.6% |