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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 | $10,069 | $114,013-91.2% | $103,693-90.3% | $155,188-93.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 57.47% | 49.31%+8.2pp | 47.61%+9.9pp | 148.84%-91.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,442 | $4,970-50.9% | $4,579-46.7% | $6,531-62.6% |
| Admin fee / account holder | $382 | $8,407-95.5% | $7,858-95.1% | $14,480-97.4% |