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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 | $16,033 | $29,670-46.0% | $56,054-71.4% | $80,911-80.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 10.77% | 35.24%-24.5pp | 1705.95%-1695.2pp | 35.63%-24.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,878 | $1,227+216.1% | $1,952+98.6% | $4,297-9.8% |
| Admin fee / account holder | $625 | $2,431-74.3% | $2,822-77.9% | $6,935-91.0% |