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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 | $17,042 | $105,960-83.9% | $81,726-79.1% | $158,982-89.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.72% | 38.19%-31.5pp | 29.49%-22.8pp | 302.99%-296.3pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,281 | $13,011-82.5% | $7,108-67.9% | $5,983-61.9% |
| Admin fee / account holder | $4,760 | $8,494-44.0% | $5,160-7.8% | $11,252-57.7% |