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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 | $24,993 | $102,385-75.6% | $147,080-83.0% | $80,935-69.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.07% | 135.09%-116.0pp | 420.17%-401.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $270 | $3,717-92.7% | $4,933-94.5% | $2,757-90.2% |
| Participant deferral / active EE | $3,336 | $6,651-49.8% | $8,066-58.6% | $4,299-22.4% |
| Admin fee / account holder | $1,872 | $7,951-76.5% | $12,989-85.6% | $6,924-73.0% |