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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 | $27,565 | $102,393-73.1% | $147,041-81.3% | $80,911-65.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.26% | 134.95%-119.7pp | 419.21%-403.9pp | 35.63%-20.4pp |
| Employer contribution / active EE | $192 | $3,715-94.8% | $4,935-96.1% | $2,756-93.0% |
| Participant deferral / active EE | $5,015 | $6,647-24.5% | $8,071-37.9% | $4,297+16.7% |
| Admin fee / account holder | $2,563 | $7,943-67.7% | $13,006-80.3% | $6,935-63.0% |