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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 | $33,104 | $48,011-31.0% | $63,803-48.1% | $82,637-59.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 13.58% | 19.84%-6.3pp | 543.72%-530.1pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,329 | $2,846-53.3% | $3,843-65.4% | $4,126-67.8% |
| Admin fee / account holder | $1,429 | $3,873-63.1% | $5,196-72.5% | $7,339-80.5% |