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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 | $5,298 | $51,638-89.7% | $68,368-92.3% | $82,448-93.6% |
| Participation rate | 92.7% | 63.6%+29.1pp | 73.8%+18.9pp | 68.1%+24.6pp |
| Annual return | 17.99% | 37.53%-19.5pp | 292.57%-274.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,451 | $2,914+18.4% | $4,123-16.3% | $4,139-16.6% |
| Admin fee / account holder | $1,084 | $4,643-76.7% | $5,150-79.0% | $7,234-85.0% |