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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 | $49,976-89.4% | $66,674-92.1% | $82,637-93.6% |
| Participation rate | 92.7% | 63.1%+29.6pp | 73.7%+19.0pp | 68.1%+24.6pp |
| Annual return | 17.99% | 39.09%-21.1pp | 321.24%-303.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,451 | $2,847+21.2% | $4,084-15.5% | $4,126-16.4% |
| Admin fee / account holder | $1,084 | $4,594-76.4% | $5,098-78.7% | $7,339-85.2% |