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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 | $10,389 | $70,121-85.2% | $63,803-83.7% | $138,895-92.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.43% | 946.48%-928.0pp | 543.72%-525.3pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,341 | $4,535-26.3% | $3,843-13.1% | $6,396-47.8% |
| Admin fee / account holder | $13,885 | $6,738+106.1% | $5,196+167.2% | $12,562+10.5% |