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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 | $28,676 | $103,000-72.2% | $90,300-68.2% | $152,885-81.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.79% | 95.19%-81.4pp | 78.11%-64.3pp | 345.39%-331.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,171 | $4,281-72.6% | $3,884-69.9% | $5,851-80.0% |
| Admin fee / account holder | $12,242 | $6,173+98.3% | $5,353+128.7% | $11,598+5.6% |