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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 | $35,516 | $160,059-77.8% | $140,019-74.6% | $135,379-73.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.80% | 911.44%-910.6pp | 651.15%-650.4pp | 519.79%-519.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,313 | $7,641-56.6% | $6,927-52.2% | $5,609-40.9% |
| Admin fee / account holder | $10,003 | $13,328-25.0% | $10,705-6.6% | $10,828-7.6% |