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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 | $23,192 | $84,708-72.6% | $75,714-69.4% | $167,536-86.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.84% | 199.62%-186.8pp | 104.62%-91.8pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,374 | $4,577-48.1% | $3,820-37.9% | $6,342-62.6% |
| Admin fee / account holder | $1,764 | $5,358-67.1% | $3,619-51.3% | $12,315-85.7% |