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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 | $65,812 | $112,915-41.7% | $90,965-27.7% | $158,950-58.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.70% | 215.75%-209.1pp | 134.57%-127.9pp | 302.91%-296.2pp |
| Employer contribution / active EE | $333 | $2,894-88.5% | $2,122-84.3% | $4,762-93.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,834 | $8,044-64.8% | $5,960-52.4% | $11,248-74.8% |