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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 | $16,396 | $55,902-70.7% | $76,030-78.4% | $80,959-79.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 15.02% | 20.59%-5.6pp | 361.54%-346.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $5 | $1,867-99.8% | $2,688-99.8% | $2,757-99.8% |
| Participant deferral / active EE | $2,168 | $3,051-28.9% | $4,257-49.1% | $4,300-49.6% |
| Admin fee / account holder | $5,472 | $5,239+4.4% | $6,421-14.8% | $6,925-21.0% |