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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 | $28,801 | $103,000-72.0% | $90,300-68.1% | $152,885-81.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.12% | 95.19%-81.1pp | 78.11%-64.0pp | 345.39%-331.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,667 | $4,281+195.9% | $3,884+226.1% | $5,851+116.5% |
| Admin fee / account holder | $2,251 | $6,173-63.5% | $5,353-57.9% | $11,598-80.6% |