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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 | $17,698 | $73,518-75.9% | $63,005-71.9% | $147,585-88.0% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 9.23% | 175.46%-166.2pp | 87.59%-78.4pp | 578.58%-569.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $728 | $4,183-82.6% | $3,329-78.1% | $5,439-86.6% |
| Admin fee / account holder | $438 | $5,952-92.6% | $3,599-87.8% | $10,886-96.0% |