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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 | $7,940 | $88,702-91.0% | $81,780-90.3% | $145,978-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.53% | 1029.12%-1017.6pp | 776.27%-764.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,721 | $4,645-41.4% | $4,321-37.0% | $6,690-59.3% |
| Admin fee / account holder | $406 | $8,414-95.2% | $7,384-94.5% | $13,400-97.0% |