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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 | $16,260 | $92,743-82.5% | $82,744-80.3% | $134,532-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.45% | 946.63%-945.2pp | 702.22%-700.8pp | 418.27%-416.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,884 | $4,802-60.8% | $4,395-57.1% | $6,401-70.6% |
| Admin fee / account holder | $1,321 | $5,977-77.9% | $5,325-75.2% | $11,429-88.4% |