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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 | $61,732 | $96,731-36.2% | $123,973-50.2% | $86,983-29.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 577.46% | 17.33%+560.1pp | 388.13%+189.3pp | 25.83%+551.6pp |
| Employer contribution / active EE | $660 | $3,297-80.0% | $4,126-84.0% | $2,584-74.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,407 | $8,722-83.9% | $11,799-88.1% | $7,856-82.1% |