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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 | $77,814-80.0% | $158,223-90.2% | $86,983-82.1% |
| Participation rate | 97.7% | 68.4%+29.3pp | 79.2%+18.5pp | 69.5%+28.2pp |
| Annual return | 21.07% | 30.54%-9.5pp | 52.09%-31.0pp | 25.83%-4.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,769 | $3,270+107.0% | $5,467+23.8% | $4,194+61.4% |
| Admin fee / account holder | $1,666 | $5,879-71.7% | $16,047-89.6% | $7,856-78.8% |