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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 | $30,234 | $57,330-47.3% | $86,656-65.1% | $75,177-59.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.21% | 2675.40%-2656.2pp | 593.09%-573.9pp | 160.75%-141.5pp |
| Employer contribution / active EE | $45 | $2,316-98.1% | $3,025-98.5% | $2,671-98.3% |
| Participant deferral / active EE | $1,028 | $3,320-69.0% | $4,439-76.8% | $4,126-75.1% |
| Admin fee / account holder | $3,716 | $4,115-9.7% | $5,619-33.9% | $5,651-34.3% |