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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 | $140,274 | $108,226+29.6% | $77,513+81.0% | $158,950-11.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 41.84% | 31.67%+10.2pp | 54.81%-13.0pp | 302.91%-261.1pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,200 | $2,456-51.1% | $1,861-35.5% | $5,983-79.9% |
| Admin fee / account holder | $33,333 | $3,710+798.6% | $2,859+1065.9% | $11,248+196.3% |