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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 | $13,604 | $106,280-87.2% | $96,538-85.9% | $139,487-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.73% | 38.48%-26.8pp | 35.74%-24.0pp | 373.84%-362.1pp |
| Employer contribution / active EE | $352 | $4,107-91.4% | $3,740-90.6% | $4,755-92.6% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,411 | $7,888-82.1% | $6,737-79.1% | $11,407-87.6% |