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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 | $26,646 | $72,465-63.2% | $67,575-60.6% | $145,884-81.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.02% | 7222.56%-7204.5pp | 3528.98%-3511.0pp | 551.85%-533.8pp |
| Employer contribution / active EE | $275 | $3,074-91.1% | $2,736-89.9% | $4,662-94.1% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $394 | $5,515-92.9% | $3,993-90.1% | $13,392-97.1% |