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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 | $7,237 | $69,248-89.5% | $64,101-88.7% | $139,466-94.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 54.39% | 45.95%+8.4pp | 33.72%+20.7pp | 373.66%-319.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,680 | $4,682-21.4% | $3,881-5.2% | $6,712-45.2% |
| Admin fee / account holder | $596 | $4,247-86.0% | $3,070-80.6% | $11,409-94.8% |