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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 | $18,840 | $73,546-74.4% | $63,018-70.1% | $147,586-87.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.80% | 175.56%-163.8pp | 87.62%-75.8pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,078 | $4,185+21.4% | $3,330+52.5% | $5,439-6.6% |
| Admin fee / account holder | $1,271 | $5,956-78.7% | $3,601-64.7% | $10,886-88.3% |