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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 | $14,222 | $103,000-86.2% | $90,300-84.3% | $152,885-90.7% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 19.18% | 95.19%-76.0pp | 78.11%-58.9pp | 345.39%-326.2pp |
| Employer contribution / active EE | $23 | $3,138-99.3% | $2,854-99.2% | $4,763-99.5% |
| Participant deferral / active EE | $1,764 | $4,281-58.8% | $3,884-54.6% | $5,851-69.8% |
| Admin fee / account holder | $1,030 | $6,173-83.3% | $5,353-80.8% | $11,598-91.1% |