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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 | $28,848 | $96,691-70.2% | $86,656-66.7% | $139,487-79.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 39.19% | 106.87%-67.7pp | 593.09%-553.9pp | 373.84%-334.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,200 | $4,838-75.2% | $4,439-73.0% | $6,713-82.1% |
| Admin fee / account holder | $500 | $6,414-92.2% | $5,619-91.1% | $11,407-95.6% |