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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 | $15,568 | $76,407-79.6% | $150,298-89.6% | $82,448-81.1% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 21.07% | 39.99%-18.9pp | 62.79%-41.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,769 | $3,214+110.6% | $5,453+24.1% | $4,139+63.5% |
| Admin fee / account holder | $1,666 | $6,352-73.8% | $14,116-88.2% | $7,234-77.0% |