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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 | $43,184 | $118,877-63.7% | $96,570-55.3% | $167,536-74.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.94% | 50.50%-40.6pp | 37.79%-27.9pp | 478.82%-468.9pp |
| Employer contribution / active EE | $313 | $3,121-90.0% | $2,357-86.7% | $4,839-93.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,170 | $8,069+13.6% | $6,182+48.3% | $12,315-25.5% |