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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 | $70,366-83.9% | $66,674-83.0% | $138,895-91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.91% | 386.41%-367.5pp | 321.24%-302.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,188 | $4,374-27.1% | $4,084-21.9% | $6,396-50.2% |
| Admin fee / account holder | $525 | $5,262-90.0% | $5,098-89.7% | $12,562-95.8% |