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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 | $47,466 | $76,368-37.8% | $67,681-29.9% | $154,746-69.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.65% | 1066.77%-1056.1pp | 590.58%-579.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $195 | $3,151-93.8% | $2,678-92.7% | $4,379-95.5% |
| Participant deferral / active EE | $1,529 | $4,824-68.3% | $3,976-61.5% | $6,730-77.3% |
| Admin fee / account holder | $1,120 | $8,559-86.9% | $6,100-81.6% | $14,365-92.2% |