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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 | $38,972 | $100,147-61.1% | $81,286-52.1% | $145,877-73.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.91% | 34.44%-24.5pp | 24.80%-14.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,147 | $4,607-75.1% | $3,883-70.5% | $6,691-82.9% |
| Admin fee / account holder | $1,730 | $8,201-78.9% | $5,764-70.0% | $13,402-87.1% |