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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 | $24,896 | $77,416-67.8% | $69,464-64.2% | $152,897-83.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 9.95% | 39.08%-29.1pp | 28.98%-19.0pp | 345.43%-335.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,916 | $4,413-56.6% | $3,536-45.8% | $5,851-67.3% |
| Admin fee / account holder | $1,002 | $6,208-83.9% | $3,840-73.9% | $11,599-91.4% |