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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 | $13,745 | $102,595-86.6% | $94,057-85.4% | $154,746-91.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.28% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,518 | $5,118-70.3% | $4,709-67.8% | $6,730-77.4% |
| Admin fee / account holder | $1,028 | $7,736-86.7% | $7,244-85.8% | $14,365-92.8% |