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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 | $14,227 | $110,379-87.1% | $102,412-86.1% | $145,884-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.16% | 24.84%-1.7pp | 24.94%-1.8pp | 551.85%-528.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,857 | $5,622+164.3% | $5,060+193.6% | $6,690+122.1% |
| Admin fee / account holder | $1,163 | $9,745-88.1% | $8,388-86.1% | $13,392-91.3% |