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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 | $33,934 | $168,635-79.9% | $147,617-77.0% | $125,389-72.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.30% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,071 | $6,252-82.9% | $5,564-80.8% | $4,866-78.0% |
| Participant deferral / active EE | $2,083 | $5,507-62.2% | $4,895-57.4% | $5,352-61.1% |
| Admin fee / account holder | $705 | $13,580-94.8% | $11,612-93.9% | $9,541-92.6% |