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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 | $17,302 | $109,872-84.3% | $98,483-82.4% | $167,536-89.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.80% | 1959.31%-1944.5pp | 1494.38%-1479.6pp | 478.82%-464.0pp |
| Employer contribution / active EE | $185 | $3,225-94.3% | $2,961-93.8% | $4,839-96.2% |
| Participant deferral / active EE | $1,065 | $4,673-77.2% | $4,276-75.1% | $6,342-83.2% |
| Admin fee / account holder | $3,538 | $6,757-47.6% | $5,953-40.6% | $12,315-71.3% |