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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 | $25,113 | $108,882-76.9% | $96,754-74.0% | $154,746-83.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.31% | 98.39%-85.1pp | 82.04%-68.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $45 | $3,018-98.5% | $2,679-98.3% | $4,379-99.0% |
| Participant deferral / active EE | $2,536 | $5,323-52.4% | $4,758-46.7% | $6,730-62.3% |
| Admin fee / account holder | $701 | $10,200-93.1% | $8,905-92.1% | $14,365-95.1% |