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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 | $19,463 | $103,000-81.1% | $90,300-78.4% | $152,885-87.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.94% | 95.19%-80.3pp | 78.11%-63.2pp | 345.39%-330.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $785 | $4,281-81.7% | $3,884-79.8% | $5,851-86.6% |
| Admin fee / account holder | $2,088 | $6,173-66.2% | $5,353-61.0% | $11,598-82.0% |