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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 | $12,232 | $85,024-85.6% | $70,544-82.7% | $139,466-91.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 74.93% | 30.39%+44.5pp | 32.79%+42.1pp | 373.66%-298.7pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $16,059 | $5,891+172.6% | $4,568+251.5% | $6,712+139.3% |
| Admin fee / account holder | $5,340 | $8,928-40.2% | $6,427-16.9% | $11,409-53.2% |