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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 | $18,827 | $110,212-82.9% | $96,534-80.5% | $139,466-86.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.21% | 26.42%-16.2pp | 25.88%-15.7pp | 373.66%-363.5pp |
| Employer contribution / active EE | $690 | $3,620-80.9% | $2,965-76.7% | $4,754-85.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,603 | $11,599-86.2% | $8,253-80.6% | $11,409-86.0% |