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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 | $69,118-87.3% | $53,647-83.7% | $138,895-93.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 11.08% | 248.26%-237.2pp | 358.33%-347.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,207 | $2,274-46.9% | $1,813-33.4% | $6,396-81.1% |
| Admin fee / account holder | $9,727 | $2,724+257.1% | $2,460+295.4% | $12,562-22.6% |