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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 | $41,201 | $108,882-62.2% | $96,754-57.4% | $154,746-73.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 35.68% | 98.39%-62.7pp | 82.04%-46.4pp | 172.34%-136.7pp |
| Employer contribution / active EE | $40 | $3,018-98.7% | $2,679-98.5% | $4,379-99.1% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $377 | $10,200-96.3% | $8,905-95.8% | $14,365-97.4% |