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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 | $100,262-61.1% | $81,370-52.1% | $145,897-73.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.91% | 34.52%-24.6pp | 24.85%-14.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,147 | $4,612-75.1% | $3,885-70.5% | $6,689-82.9% |
| Admin fee / account holder | $1,730 | $8,163-78.8% | $5,749-69.9% | $13,390-87.1% |