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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 | $15,141 | $126,113-88.0% | $116,096-87.0% | $155,188-90.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 26.83% | 391.72%-364.9pp | 326.25%-299.4pp | 148.84%-122.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,179 | $4,162+96.5% | $3,952+107.0% | $6,531+25.2% |
| Admin fee / account holder | $889 | $8,045-89.0% | $7,704-88.5% | $14,480-93.9% |