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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 | $17,382 | $126,113-86.2% | $116,096-85.0% | $155,188-88.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 19.22% | 391.72%-372.5pp | 326.25%-307.0pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,139 | $4,162+71.5% | $3,952+80.7% | $6,531+9.3% |
| Admin fee / account holder | $321 | $8,045-96.0% | $7,704-95.8% | $14,480-97.8% |