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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 | $34,975 | $72,465-51.7% | $67,575-48.2% | $145,884-76.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.84% | 7222.56%-7208.7pp | 3528.98%-3515.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $285 | $3,074-90.7% | $2,736-89.6% | $4,662-93.9% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,693 | $5,515+329.6% | $3,993+493.4% | $13,392+76.9% |