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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 | $45,047 | $123,854-63.6% | $69,623-35.3% | $145,884-69.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.07% | 192.35%-182.3pp | 101.23%-91.2pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,640 | $4,242-14.2% | $2,890+26.0% | $6,690-45.6% |
| Admin fee / account holder | $59,959 | $7,822+666.6% | $4,696+1176.8% | $13,392+347.7% |