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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 | $31,923 | $73,518-56.6% | $63,003-49.3% | $147,585-78.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 202.66% | 175.46%+27.2pp | 87.59%+115.1pp | 578.57%-375.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,500 | $4,183-64.1% | $3,329-54.9% | $5,439-72.4% |
| Admin fee / account holder | $2,963 | $5,952-50.2% | $3,600-17.7% | $10,885-72.8% |