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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 | $77,357 | $90,617-14.6% | $79,476-2.7% | $135,382-42.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.04% | 977.57%-973.5pp | 718.21%-714.2pp | 519.77%-515.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,131 | $4,050+51.4% | $3,704+65.5% | $5,609+9.3% |
| Admin fee / account holder | $2,359 | $5,907-60.1% | $5,113-53.9% | $10,829-78.2% |