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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 | $15,755 | $162,529-90.3% | $130,788-88.0% | $154,746-89.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.47% | 510.48%-496.0pp | 386.44%-372.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,515 | $4,808-68.5% | $4,137-63.4% | $6,730-77.5% |
| Admin fee / account holder | $2,223 | $7,669-71.0% | $6,673-66.7% | $14,365-84.5% |