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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 | $20,628 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.67% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,142 | $6,166-65.3% | $5,453-60.7% | $6,407-66.6% |
| Admin fee / account holder | $1,153 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |