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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 | $41,602 | $102,663-59.5% | $86,216-51.7% | $139,466-70.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.51% | 1924.52%-1910.0pp | 1169.42%-1154.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $507 | $3,035-83.3% | $2,382-78.7% | $4,754-89.3% |
| Participant deferral / active EE | $4,436 | $4,677-5.2% | $3,986+11.3% | $6,712-33.9% |
| Admin fee / account holder | $36,250 | $8,663+318.5% | $6,853+428.9% | $11,409+217.7% |