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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 | $97,125-57.6% | $86,233-52.2% | $137,256-70.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 35.68% | 74.19%-38.5pp | 61.39%-25.7pp | 220.34%-184.7pp |
| Employer contribution / active EE | $40 | $2,841-98.6% | $2,504-98.4% | $4,156-99.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $377 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |