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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 | $16,679 | $99,017-83.2% | $86,587-80.7% | $147,585-88.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.19% | 1312.37%-1297.2pp | 964.86%-949.7pp | 578.56%-563.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,748 | $3,972-30.8% | $3,609-23.8% | $5,439-49.5% |
| Admin fee / account holder | $2,158 | $5,710-62.2% | $4,906-56.0% | $10,885-80.2% |