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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 | $69,467 | $73,546-5.5% | $63,018+10.2% | $147,586-52.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.41% | 175.56%-165.2pp | 87.62%-77.2pp | 578.59%-568.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,248 | $4,185+49.3% | $3,330+87.7% | $5,439+14.9% |
| Admin fee / account holder | $18,821 | $5,956+216.0% | $3,601+422.7% | $10,886+72.9% |