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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 | $16,473 | $78,690-79.1% | $161,489-89.8% | $87,485-81.2% |
| Participation rate | 94.3% | 67.5%+26.8pp | 78.7%+15.6pp | 68.9%+25.4pp |
| Annual return | 32.64% | 32.74%-0.1pp | 89.72%-57.1pp | 26.06%+6.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,243 | $3,311+58.4% | $5,630-6.9% | $4,274+22.7% |
| Admin fee / account holder | $333 | $6,724-95.1% | $16,006-97.9% | $7,775-95.7% |