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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 | $12,878 | $73,546-82.5% | $63,018-79.6% | $147,586-91.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.99% | 175.56%-160.6pp | 87.62%-72.6pp | 578.59%-563.6pp |
| Employer contribution / active EE | $257 | $3,324-92.3% | $2,761-90.7% | $4,876-94.7% |
| Participant deferral / active EE | $2,941 | $4,185-29.7% | $3,330-11.7% | $5,439-45.9% |
| Admin fee / account holder | $1,966 | $5,956-67.0% | $3,601-45.4% | $10,886-81.9% |