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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 | $30,664 | $73,546-58.3% | $63,018-51.3% | $147,586-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.23% | 175.56%-163.3pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $85 | $3,324-97.4% | $2,761-96.9% | $4,876-98.3% |
| Participant deferral / active EE | $4,520 | $4,185+8.0% | $3,330+35.8% | $5,439-16.9% |
| Admin fee / account holder | $1,634 | $5,956-72.6% | $3,601-54.6% | $10,886-85.0% |