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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 | $9,326 | $61,125-84.7% | $94,057-90.1% | $87,485-89.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 16.11% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,614 | $3,260-50.5% | $4,709-65.7% | $4,274-62.2% |
| Admin fee / account holder | $388 | $5,629-93.1% | $7,244-94.6% | $7,775-95.0% |