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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 | $19,445 | $107,934-82.0% | $91,989-78.9% | $152,870-87.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 41.82% | 89.25%-47.4pp | 69.02%-27.2pp | 345.34%-303.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,972 | $6,364+88.1% | $5,923+102.1% | $5,850+104.6% |
| Admin fee / account holder | $1,584 | $10,520-84.9% | $7,743-79.5% | $11,597-86.3% |