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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 | $5,141 | $70,366-92.7% | $66,674-92.3% | $138,895-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.07% | 386.41%-369.3pp | 321.24%-304.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,323 | $4,374-46.9% | $4,084-43.1% | $6,396-63.7% |
| Admin fee / account holder | $1,112 | $5,262-78.9% | $5,098-78.2% | $12,562-91.1% |