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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 | $11,054 | $102,595-89.2% | $94,057-88.2% | $154,746-92.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.24% | 583.42%-570.2pp | 480.62%-467.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $284 | $3,147-91.0% | $2,933-90.3% | $4,379-93.5% |
| Participant deferral / active EE | $1,621 | $5,118-68.3% | $4,709-65.6% | $6,730-75.9% |
| Admin fee / account holder | $1,973 | $7,736-74.5% | $7,244-72.8% | $14,365-86.3% |