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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 | $40,143 | $132,634-69.7% | $115,768-65.3% | $137,256-70.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.54% | 160.70%-146.2pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $459 | $3,360-86.3% | $2,940-84.4% | $4,156-88.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,869 | $15,028-74.3% | $12,439-68.9% | $12,270-68.5% |