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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 | $6,970 | $76,407-90.9% | $150,298-95.4% | $82,448-91.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 17.06% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,703 | $3,214-47.0% | $5,453-68.8% | $4,139-58.8% |
| Admin fee / account holder | $1,240 | $6,352-80.5% | $14,116-91.2% | $7,234-82.9% |