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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 | $12,327 | $109,967-88.8% | $97,197-87.3% | $145,877-91.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.77% | 244.27%-233.5pp | 75.47%-64.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,760 | $4,676-19.6% | $4,263-11.8% | $6,691-43.8% |
| Admin fee / account holder | $2,558 | $6,199-58.7% | $5,637-54.6% | $13,402-80.9% |