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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 | $30,863 | $111,785-72.4% | $93,669-67.1% | $145,877-78.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 33.48% | 203.79%-170.3pp | 133.59%-100.1pp | 551.28%-517.8pp |
| Employer contribution / active EE | $476 | $3,096-84.6% | $2,424-80.4% | $4,663-89.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,055 | $10,256-89.7% | $8,291-87.3% | $13,402-92.1% |