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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 | $16,384 | $225,673-92.7% | $203,872-92.0% | $155,188-89.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 18.12% | 95.91%-77.8pp | 85.11%-67.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,629 | $6,893-47.4% | $6,388-43.2% | $6,531-44.4% |
| Admin fee / account holder | $775 | $12,327-93.7% | $11,730-93.4% | $14,480-94.6% |