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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 | $16,239 | $70,366-76.9% | $66,674-75.6% | $138,895-88.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.26% | 386.41%-369.1pp | 321.24%-304.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,202 | $4,374-3.9% | $4,084+2.9% | $6,396-34.3% |
| Admin fee / account holder | $490 | $5,262-90.7% | $5,098-90.4% | $12,562-96.1% |