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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 | $15,558 | $70,366-77.9% | $66,674-76.7% | $138,895-88.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.53% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,486 | $4,374+71.1% | $4,084+83.3% | $6,396+17.0% |
| Admin fee / account holder | $4,697 | $5,262-10.7% | $5,098-7.9% | $12,562-62.6% |