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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 | $23,397 | $157,296-85.1% | $141,191-83.4% | $152,897-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.77% | 64.34%-46.6pp | 71.41%-53.6pp | 345.43%-327.7pp |
| Employer contribution / active EE | $233 | $5,262-95.6% | $4,736-95.1% | $4,764-95.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,897 | $12,125-67.9% | $10,264-62.0% | $11,599-66.4% |