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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 | $8,326 | $114,013-92.7% | $103,693-92.0% | $155,188-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 41.57% | 49.31%-7.7pp | 47.61%-6.0pp | 148.84%-107.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,493 | $4,970+50.8% | $4,579+63.6% | $6,531+14.7% |
| Admin fee / account holder | $1,558 | $8,407-81.5% | $7,858-80.2% | $14,480-89.2% |