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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 | $19,022 | $100,203-81.0% | $85,240-77.7% | $145,897-87.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 84.28%-70.6pp | 66.75%-53.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,211 | $5,299-39.4% | $4,527-29.1% | $6,689-52.0% |
| Admin fee / account holder | $1,587 | $7,265-78.2% | $6,165-74.3% | $13,390-88.1% |