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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 | $21,732 | $51,638-57.9% | $68,368-68.2% | $82,448-73.6% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 18.04% | 37.53%-19.5pp | 292.57%-274.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,575 | $2,914+57.0% | $4,123+11.0% | $4,139+10.5% |
| Admin fee / account holder | $1,228 | $4,643-73.6% | $5,150-76.2% | $7,234-83.0% |