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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 | $12,970 | $57,590-77.5% | $86,233-85.0% | $82,448-84.3% |
| Participation rate | 75.0% | 57.9%+17.1pp | 69.0%+6.0pp | 68.1%+6.9pp |
| Annual return | 25.07% | 22.41%+2.7pp | 61.39%-36.3pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,653 | $3,080+51.1% | $4,559+2.0% | $4,139+12.4% |
| Admin fee / account holder | $2,149 | $4,730-54.6% | $8,342-74.2% | $7,234-70.3% |