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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 | $6,848 | $70,366-90.3% | $66,674-89.7% | $138,895-95.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.05% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $932 | $4,374-78.7% | $4,084-77.2% | $6,396-85.4% |
| Admin fee / account holder | $340 | $5,262-93.5% | $5,098-93.3% | $12,562-97.3% |