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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 | $7,868 | $102,938-92.4% | $94,105-91.6% | $138,895-94.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 15.48% | 250.28%-234.8pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,705 | $4,196-11.7% | $3,881-4.5% | $6,396-42.1% |
| Admin fee / account holder | $387 | $6,600-94.1% | $6,199-93.8% | $12,562-96.9% |