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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 | $30,500 | $160,070-80.9% | $147,117-79.3% | $145,897-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.42% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $204 | $5,285-96.1% | $4,932-95.9% | $4,663-95.6% |
| Participant deferral / active EE | $6,113 | $8,419-27.4% | $8,065-24.2% | $6,689-8.6% |
| Admin fee / account holder | $5,132 | $15,035-65.9% | $12,993-60.5% | $13,390-61.7% |