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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 | $19,652 | $96,388-79.6% | $80,627-75.6% | $139,466-85.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.53% | 1352.08%-1337.6pp | 936.76%-922.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $360 | $3,260-89.0% | $2,723-86.8% | $4,754-92.4% |
| Participant deferral / active EE | $1,722 | $5,224-67.0% | $4,443-61.3% | $6,712-74.3% |
| Admin fee / account holder | $2,688 | $6,603-59.3% | $5,381-50.1% | $11,409-76.4% |