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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 | $22,063 | $50,082-55.9% | $93,406-76.4% | $79,858-72.4% |
| Participation rate | 88.2% | 60.9%+27.3pp | 66.8%+21.4pp | 69.6%+18.6pp |
| Annual return | 16.47% | 24.59%-8.1pp | 78.05%-61.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,721 | $2,212-22.2% | $3,126-44.9% | $3,740-54.0% |
| Admin fee / account holder | $978 | $3,454-71.7% | $5,230-81.3% | $5,306-81.6% |