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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 | $52,885 | $73,518-28.1% | $63,005-16.1% | $147,585-64.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.09% | 175.46%-161.4pp | 87.59%-73.5pp | 578.58%-564.5pp |
| Employer contribution / active EE | $178 | $3,322-94.7% | $2,760-93.6% | $4,876-96.4% |
| Participant deferral / active EE | $1,610 | $4,183-61.5% | $3,329-51.7% | $5,439-70.4% |
| Admin fee / account holder | $9,778 | $5,952+64.3% | $3,599+171.7% | $10,886-10.2% |