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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 | $6,082 | $69,118-91.2% | $53,647-88.7% | $138,895-95.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 23.03% | 248.26%-225.2pp | 358.33%-335.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,140 | $2,274+38.1% | $1,813+73.1% | $6,396-50.9% |
| Admin fee / account holder | $321 | $2,724-88.2% | $2,460-87.0% | $12,562-97.4% |