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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 | $29,513 | $61,787-52.2% | $97,197-69.6% | $80,925-63.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 17.89% | -558.16%+576.0pp | 75.47%-57.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,334 | $3,027+307.4% | $4,263+189.3% | $4,299+186.9% |
| Admin fee / account holder | $1,280 | $5,170-75.2% | $5,637-77.3% | $6,940-81.6% |