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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 | $28,045 | $114,093-75.4% | $96,171-70.8% | $167,536-83.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.06% | 190.00%-179.9pp | 192.04%-182.0pp | 478.82%-468.8pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,090 | $5,197+17.2% | $4,350+40.0% | $6,342-4.0% |
| Admin fee / account holder | $1,200 | $6,899-82.6% | $5,538-78.3% | $12,315-90.3% |