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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 | $17,925 | $115,866-84.5% | $65,328-72.6% | $139,456-87.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 23.84% | 31.21%-7.4pp | 47.39%-23.6pp | 373.45%-349.6pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,249 | $4,242-23.4% | $2,832+14.7% | $6,711-51.6% |
| Admin fee / account holder | $745 | $6,705-88.9% | $4,116-81.9% | $11,407-93.5% |