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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 | $13,189 | $70,366-81.3% | $66,674-80.2% | $138,895-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.00% | 386.41%-371.4pp | 321.24%-306.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $774 | $4,374-82.3% | $4,084-81.0% | $6,396-87.9% |
| Admin fee / account holder | $6,074 | $5,262+15.4% | $5,098+19.1% | $12,562-51.7% |