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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 | $15,951 | $81,262-80.4% | $155,602-89.7% | $80,911-80.3% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 14.67% | 33.34%-18.7pp | 64.81%-50.1pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,957 | $3,451-14.3% | $5,629-47.5% | $4,297-31.2% |
| Admin fee / account holder | $2,578 | $7,992-67.7% | $15,923-83.8% | $6,935-62.8% |