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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 | $8,746 | $94,439-90.7% | $73,658-88.1% | $154,746-94.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 11.08% | 28.25%-17.2pp | 29.72%-18.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,207 | $2,527-52.2% | $2,062-41.5% | $6,730-82.1% |
| Admin fee / account holder | $9,727 | $3,843+153.1% | $3,357+189.8% | $14,365-32.3% |