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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 | $30,306 | $73,518-58.8% | $63,003-51.9% | $147,585-79.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.66% | 175.46%-162.8pp | 87.59%-74.9pp | 578.56%-565.9pp |
| Employer contribution / active EE | $34 | $3,322-99.0% | $2,760-98.8% | $4,876-99.3% |
| Participant deferral / active EE | $1,700 | $4,183-59.4% | $3,329-48.9% | $5,439-68.7% |
| Admin fee / account holder | $491 | $5,952-91.8% | $3,600-86.4% | $10,885-95.5% |