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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 | $37,923 | $124,351-69.5% | $109,188-65.3% | $167,553-77.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.08% | 26.04%-14.0pp | 25.76%-13.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $67 | $4,210-98.4% | $3,723-98.2% | $4,840-98.6% |
| Participant deferral / active EE | $2,972 | $5,257-43.5% | $4,654-36.1% | $6,343-53.1% |
| Admin fee / account holder | $7,133 | $7,975-10.6% | $6,755+5.6% | $12,316-42.1% |