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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 | $22,934 | $106,918-78.6% | $84,021-72.7% | $152,897-85.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 27.24% | 105.01%-77.8pp | 71.32%-44.1pp | 345.43%-318.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,835 | $4,012+95.3% | $3,239+141.9% | $5,851+33.9% |
| Admin fee / account holder | $605 | $8,288-92.7% | $6,102-90.1% | $11,599-94.8% |