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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 | $43,737 | $70,121-37.6% | $63,803-31.4% | $138,895-68.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.97% | 946.48%-927.5pp | 543.72%-524.7pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,454 | $4,535+64.4% | $3,843+94.0% | $6,396+16.5% |
| Admin fee / account holder | $791 | $6,738-88.3% | $5,196-84.8% | $12,562-93.7% |