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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 | $8,375 | $70,121-88.1% | $63,803-86.9% | $138,895-94.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.97% | 946.48%-931.5pp | 543.72%-528.8pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,568 | $4,535-65.4% | $3,843-59.2% | $6,396-75.5% |
| Admin fee / account holder | $4,311 | $6,738-36.0% | $5,196-17.0% | $12,562-65.7% |