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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 | $14,169 | $77,638-81.7% | $156,551-90.9% | $62,881-77.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.44% | 50.33%-37.9pp | 32.23%-19.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,426 | $3,046-20.4% | $4,871-50.2% | $3,203-24.3% |
| Admin fee / account holder | $324 | $5,561-94.2% | $13,028-97.5% | $4,296-92.5% |