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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 | $42,881 | $45,152-5.0% | $73,836-41.9% | $59,633-28.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.32% | 27.40%-26.1pp | 2268.06%-2266.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,290 | $2,573+27.9% | $3,583-8.2% | $3,192+3.1% |
| Admin fee / account holder | $502 | $3,515-85.7% | $4,882-89.7% | $4,297-88.3% |