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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 | $41,273 | $129,959-68.2% | $104,301-60.4% | $134,532-69.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -0.05% | 42.04%-42.1pp | 24.61%-24.7pp | 418.27%-418.3pp |
| Employer contribution / active EE | $644 | $4,185-84.6% | $3,373-80.9% | $4,741-86.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $903 | $9,325-90.3% | $7,340-87.7% | $11,429-92.1% |