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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 | $21,458 | $96,643-77.8% | $86,617-75.2% | $139,456-84.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.25% | 106.57%-88.3pp | 591.91%-573.7pp | 373.45%-355.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,902 | $4,835+42.7% | $4,437+55.5% | $6,711+2.8% |
| Admin fee / account holder | $1,955 | $6,406-69.5% | $5,613-65.2% | $11,407-82.9% |