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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 | $7,236 | $100,139-92.8% | $85,187-91.5% | $145,884-95.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 33.71% | 84.15%-50.4pp | 66.67%-33.0pp | 551.85%-518.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,176 | $5,296-77.8% | $4,525-74.0% | $6,690-82.4% |
| Admin fee / account holder | $3,460 | $7,262-52.4% | $6,162-43.9% | $13,392-74.2% |