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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 | $27,525 | $103,000-73.3% | $90,300-69.5% | $152,885-82.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.80% | 95.19%-79.4pp | 78.11%-62.3pp | 345.39%-329.6pp |
| Employer contribution / active EE | -$1,677 | $3,138-153.4% | $2,854-158.8% | $4,763-135.2% |
| Participant deferral / active EE | $3,324 | $4,281-22.3% | $3,884-14.4% | $5,851-43.2% |
| Admin fee / account holder | $18,286 | $6,173+196.2% | $5,353+241.6% | $11,598+57.7% |