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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 | $27,816 | $106,905-74.0% | $84,020-66.9% | $152,885-81.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.82% | 105.00%-95.2pp | 71.31%-61.5pp | 345.39%-335.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,235 | $4,012+5.6% | $3,239+30.8% | $5,851-27.6% |
| Admin fee / account holder | $28,076 | $8,287+238.8% | $6,101+360.2% | $11,598+142.1% |