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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 | $33,667 | $106,864-68.5% | $147,318-77.1% | $82,637-59.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 2389.74% | 27.49%+2362.2pp | 70.43%+2319.3pp | 53.51%+2336.2pp |
| Employer contribution / active EE | $522 | $3,417-84.7% | $4,593-88.6% | $2,552-79.5% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $337 | $8,415-96.0% | $13,708-97.5% | $7,339-95.4% |