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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 | $15,232 | $54,757-72.2% | $90,304-83.1% | $72,975-79.1% |
| Participation rate | 83.3% | 65.2%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 25.77% | 30.63%-4.9pp | 78.13%-52.4pp | 81.01%-55.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,038 | $2,887-29.4% | $3,885-47.5% | $3,608-43.5% |
| Admin fee / account holder | $641 | $3,973-83.9% | $5,354-88.0% | $5,124-87.5% |