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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 | $11,309 | $102,595-89.0% | $94,057-88.0% | $154,746-92.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.91% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,188 | $5,118-37.7% | $4,709-32.3% | $6,730-52.6% |
| Admin fee / account holder | $525 | $7,736-93.2% | $7,244-92.8% | $14,365-96.3% |