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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 | $37,900 | $110,551-65.7% | $80,741-53.1% | $167,536-77.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 8.39% | 120.57%-112.2pp | 87.30%-78.9pp | 478.82%-470.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,098 | $2,870+112.5% | $2,145+184.2% | $6,342-3.9% |
| Admin fee / account holder | $39,559 | $4,547+770.0% | $3,380+1070.2% | $12,315+221.2% |