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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 | $21,701 | $72,071-69.9% | $68,368-68.3% | $137,256-84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.88% | 353.14%-324.3pp | 292.57%-263.7pp | 220.34%-191.5pp |
| Employer contribution / active EE | $126 | $2,788-95.5% | $2,649-95.2% | $4,156-97.0% |
| Participant deferral / active EE | $10,986 | $4,410+149.1% | $4,123+166.5% | $6,407+71.5% |
| Admin fee / account holder | $309 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |