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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 | $18,854 | $73,546-74.4% | $63,018-70.1% | $147,586-87.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.52% | 175.56%-158.0pp | 87.62%-70.1pp | 578.59%-561.1pp |
| Employer contribution / active EE | $196 | $3,324-94.1% | $2,761-92.9% | $4,876-96.0% |
| Participant deferral / active EE | $5,763 | $4,185+37.7% | $3,330+73.1% | $5,439+6.0% |
| Admin fee / account holder | $3,906 | $5,956-34.4% | $3,601+8.5% | $10,886-64.1% |