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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 | $39,528 | $69,848-43.4% | $115,756-65.9% | $66,938-40.9% |
| Participation rate | 99.0% | 70.6%+28.4pp | 77.1%+21.9pp | 69.8%+29.2pp |
| Annual return | 29.16% | 969.66%-940.5pp | 143.14%-114.0pp | 1.58%+27.6pp |
| Employer contribution / active EE | $419 | $2,613-84.0% | $3,793-88.9% | $2,545-83.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,238-100.0% |
| Admin fee / account holder | $501 | $337+48.7% | $8,124-93.8% | $594-15.5% |