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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 | $54,869 | $138,075-60.3% | $123,552-55.6% | $135,379-59.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.42% | 153.70%-153.3pp | 119.20%-118.8pp | 519.79%-519.4pp |
| Employer contribution / active EE | $313 | $5,152-93.9% | $4,628-93.2% | $4,779-93.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,645 | $10,917-30.0% | $9,285-17.7% | $10,828-29.4% |