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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 | $17,117 | $59,440-71.2% | $78,004-78.1% | $82,637-79.3% |
| Participation rate | 88.2% | 62.8%+25.4pp | 69.4%+18.8pp | 68.1%+20.2pp |
| Annual return | 32.24% | 40.24%-8.0pp | 31.07%+1.2pp | 53.51%-21.3pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,625 | $3,138+79.2% | $4,092+37.5% | $4,126+36.3% |
| Admin fee / account holder | $1,060 | $5,504-80.7% | $7,578-86.0% | $7,339-85.6% |