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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 | $39,558 | $90,607-56.3% | $79,467-50.2% | $135,380-70.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 2.20% | 977.74%-975.5pp | 718.30%-716.1pp | 519.81%-517.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,724 | $4,050+66.0% | $3,704+81.5% | $5,609+19.9% |
| Admin fee / account holder | $42,003 | $5,895+612.5% | $5,104+722.9% | $10,828+287.9% |